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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 | $27,877 | $209,425-86.7% | $178,499-84.4% | $158,966-82.5% |
| Participation rate | 94.7% | 86.4%+8.4pp | 81.9%+12.8pp | 82.0%+12.8pp |
| Annual return | 16.80% | 188.80%-172.0pp | 151.10%-134.3pp | 302.95%-286.1pp |
| Employer contribution / active EE | $1,000 | $5,707-82.5% | $5,011-80.0% | $4,762-79.0% |
| Participant deferral / active EE | $3,154 | $5,955-47.0% | $5,202-39.4% | $5,983-47.3% |
| Admin fee / account holder | $1,700 | $17,078-90.0% | $13,986-87.8% | $11,250-84.9% |