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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 | $27,755 | $209,422-86.7% | $178,503-84.5% | $158,982-82.5% |
| Participation rate | 77.8% | 86.4%-8.6pp | 81.9%-4.2pp | 82.0%-4.2pp |
| Annual return | 35.74% | 188.81%-153.1pp | 151.12%-115.4pp | 302.99%-267.3pp |
| Employer contribution / active EE | $901 | $5,707-84.2% | $5,011-82.0% | $4,763-81.1% |
| Participant deferral / active EE | $2,326 | $5,955-60.9% | $5,202-55.3% | $5,983-61.1% |
| Admin fee / account holder | $1,188 | $17,079-93.0% | $13,987-91.5% | $11,252-89.4% |