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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 | $21,340 | $157,304-86.4% | $141,197-84.9% | $152,909-86.0% |
| Participation rate | 82.6% | 84.8%-2.2pp | 82.5%+0.1pp | 82.5%+0.2pp |
| Annual return | 23.69% | 64.34%-40.6pp | 71.41%-47.7pp | 345.46%-321.8pp |
| Employer contribution / active EE | $747 | $5,263-85.8% | $4,736-84.2% | $4,764-84.3% |
| Participant deferral / active EE | $3,915 | $7,111-44.9% | $6,710-41.7% | $5,851-33.1% |
| Admin fee / account holder | $656 | $12,126-94.6% | $10,265-93.6% | $11,601-94.3% |