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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 | $19,017 | $197,637-90.4% | $177,848-89.3% | $158,982-88.0% |
| Participation rate | 78.6% | 88.5%-10.0pp | 87.7%-9.1pp | 82.0%-3.4pp |
| Annual return | 44.03% | 58.77%-14.7pp | 48.33%-4.3pp | 302.99%-259.0pp |
| Employer contribution / active EE | $1,409 | $6,698-79.0% | $5,919-76.2% | $4,763-70.4% |
| Participant deferral / active EE | $5,164 | $8,405-38.6% | $7,714-33.1% | $5,983-13.7% |
| Admin fee / account holder | $429 | $15,406-97.2% | $12,431-96.5% | $11,252-96.2% |