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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 | $21,840 | $198,457-89.0% | $170,435-87.2% | $147,586-85.2% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 16.21% | 257.30%-241.1pp | 205.94%-189.7pp | 578.59%-562.4pp |
| Employer contribution / active EE | $913 | $6,183-85.2% | $5,432-83.2% | $4,876-81.3% |
| Participant deferral / active EE | $3,575 | $5,629-36.5% | $4,939-27.6% | $5,439-34.3% |
| Admin fee / account holder | $5,527 | $16,852-67.2% | $13,881-60.2% | $10,886-49.2% |