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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,084 | $209,425-87.1% | $178,499-84.8% | $158,966-83.0% |
| Participation rate | 85.7% | 86.4%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 9.46% | 188.80%-179.3pp | 151.10%-141.6pp | 302.95%-293.5pp |
| Employer contribution / active EE | $666 | $5,707-88.3% | $5,011-86.7% | $4,762-86.0% |
| Participant deferral / active EE | $2,166 | $5,955-63.6% | $5,202-58.4% | $5,983-63.8% |
| Admin fee / account holder | $482 | $17,078-97.2% | $13,986-96.6% | $11,250-95.7% |