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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 | $14,549 | $209,425-93.1% | $178,499-91.8% | $158,966-90.8% |
| Participation rate | 75.0% | 86.4%-11.4pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 15.49% | 188.80%-173.3pp | 151.10%-135.6pp | 302.95%-287.5pp |
| Employer contribution / active EE | $750 | $5,707-86.9% | $5,011-85.0% | $4,762-84.2% |
| Participant deferral / active EE | $2,363 | $5,955-60.3% | $5,202-54.6% | $5,983-60.5% |
| Admin fee / account holder | $322 | $17,078-98.1% | $13,986-97.7% | $11,250-97.1% |