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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 | $16,757 | $175,257-90.4% | $149,717-88.8% | $139,456-88.0% |
| Participation rate | 81.8% | 83.4%-1.6pp | 78.8%+3.0pp | 80.3%+1.5pp |
| Annual return | 15.20% | 166.70%-151.5pp | 134.41%-119.2pp | 373.45%-358.3pp |
| Employer contribution / active EE | $947 | $5,477-82.7% | $4,820-80.3% | $4,753-80.1% |
| Participant deferral / active EE | $3,851 | $6,521-40.9% | $5,682-32.2% | $6,711-42.6% |
| Admin fee / account holder | $3,349 | $16,156-79.3% | $13,213-74.7% | $11,407-70.6% |