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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 | $25,325 | $217,432-88.4% | $185,851-86.4% | $167,553-84.9% |
| Participation rate | 87.5% | 86.1%+1.4pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 15.93% | 148.43%-132.5pp | 122.11%-106.2pp | 478.89%-463.0pp |
| Employer contribution / active EE | $833 | $5,874-85.8% | $5,168-83.9% | $4,840-82.8% |
| Participant deferral / active EE | $5,164 | $6,357-18.8% | $5,569-7.3% | $6,343-18.6% |
| Admin fee / account holder | $1,498 | $19,820-92.4% | $16,245-90.8% | $12,316-87.8% |