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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 | $30,030 | $197,625-84.8% | $177,840-83.1% | $158,966-81.1% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 20.67% | 58.76%-38.1pp | 48.32%-27.7pp | 302.95%-282.3pp |
| Employer contribution / active EE | $719 | $6,698-89.3% | $5,919-87.9% | $4,762-84.9% |
| Participant deferral / active EE | $6,103 | $8,405-27.4% | $7,714-20.9% | $5,983+2.0% |
| Admin fee / account holder | $8,009 | $15,405-48.0% | $12,431-35.6% | $11,250-28.8% |