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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 | $15,279 | $157,304-90.3% | $141,197-89.2% | $152,909-90.0% |
| Participation rate | 95.0% | 84.8%+10.2pp | 82.5%+12.5pp | 82.5%+12.5pp |
| Annual return | 19.87% | 64.34%-44.5pp | 71.41%-51.5pp | 345.46%-325.6pp |
| Employer contribution / active EE | $867 | $5,263-83.5% | $4,736-81.7% | $4,764-81.8% |
| Participant deferral / active EE | $2,964 | $7,111-58.3% | $6,710-55.8% | $5,851-49.3% |
| Admin fee / account holder | $4,958 | $12,126-59.1% | $10,265-51.7% | $11,601-57.3% |