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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 | $8,238 | $185,856-95.6% | $170,028-95.2% | $139,456-94.1% |
| Participation rate | 87.5% | 87.8%-0.3pp | 87.0%+0.5pp | 80.3%+7.2pp |
| Annual return | 22.89% | 60.52%-37.6pp | 53.39%-30.5pp | 373.45%-350.6pp |
| Employer contribution / active EE | $1,200 | $7,593-84.2% | $6,788-82.3% | $4,753-74.7% |
| Participant deferral / active EE | $4,073 | $11,623-65.0% | $10,409-60.9% | $6,711-39.3% |
| Admin fee / account holder | $4,079 | $15,387-73.5% | $12,820-68.2% | $11,407-64.2% |