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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 | $23,657 | $162,785-85.5% | $133,959-82.3% | $158,950-85.1% |
| Participation rate | 87.5% | 83.2%+4.3pp | 79.8%+7.7pp | 82.0%+5.5pp |
| Annual return | 29.60% | 41.94%-12.3pp | 45.09%-15.5pp | 302.91%-273.3pp |
| Employer contribution / active EE | $682 | $4,975-86.3% | $3,919-82.6% | $4,762-85.7% |
| Participant deferral / active EE | $4,060 | $5,910-31.3% | $5,047-19.6% | $5,983-32.1% |
| Admin fee / account holder | $1,272 | $11,738-89.2% | $8,928-85.7% | $11,248-88.7% |