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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 | $20,571 | $157,276-86.9% | $141,177-85.4% | $152,885-86.5% |
| Participation rate | 89.5% | 84.8%+4.7pp | 82.5%+7.0pp | 82.5%+7.0pp |
| Annual return | 23.05% | 64.33%-41.3pp | 71.40%-48.4pp | 345.39%-322.3pp |
| Employer contribution / active EE | $897 | $5,262-82.9% | $4,736-81.1% | $4,763-81.2% |
| Participant deferral / active EE | $5,265 | $7,110-26.0% | $6,710-21.5% | $5,851-10.0% |
| Admin fee / account holder | $390 | $12,123-96.8% | $10,263-96.2% | $11,598-96.6% |