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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 | $34,522 | $203,483-83.0% | $152,473-77.4% | $167,553-79.4% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.2%-3.2pp | 82.1%-7.1pp |
| Annual return | 12.05% | 13.80%-1.8pp | 757.59%-745.5pp | 478.89%-466.8pp |
| Employer contribution / active EE | $338 | $5,219-93.5% | $4,326-92.2% | $4,840-93.0% |
| Participant deferral / active EE | $4,745 | $6,711-29.3% | $5,817-18.4% | $6,343-25.2% |
| Admin fee / account holder | $2,408 | $22,521-89.3% | $15,811-84.8% | $12,316-80.4% |