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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 | $19,216 | $176,105-89.1% | $159,474-88.0% | $167,536-88.5% |
| Participation rate | 93.8% | 85.0%+8.8pp | 82.8%+10.9pp | 82.1%+11.6pp |
| Annual return | 14.08% | 331.91%-317.8pp | 263.68%-249.6pp | 478.82%-464.7pp |
| Employer contribution / active EE | $768 | $5,299-85.5% | $4,831-84.1% | $4,839-84.1% |
| Participant deferral / active EE | $2,626 | $7,751-66.1% | $7,353-64.3% | $6,342-58.6% |
| Admin fee / account holder | $3,162 | $12,559-74.8% | $10,802-70.7% | $12,315-74.3% |