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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 | $22,178 | $185,883-88.1% | $170,043-87.0% | $139,466-84.1% |
| Participation rate | 77.8% | 87.8%-10.0pp | 87.0%-9.2pp | 80.3%-2.6pp |
| Annual return | 16.17% | 60.54%-44.4pp | 53.40%-37.2pp | 373.66%-357.5pp |
| Employer contribution / active EE | $1,429 | $7,596-81.2% | $6,790-79.0% | $4,754-69.9% |
| Participant deferral / active EE | $3,273 | $11,626-71.8% | $10,410-68.6% | $6,712-51.2% |
| Admin fee / account holder | $3,514 | $15,393-77.2% | $12,824-72.6% | $11,409-69.2% |