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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 | $25,147 | $217,432-88.4% | $185,849-86.5% | $167,536-85.0% |
| Participation rate | 84.6% | 86.1%-1.4pp | 81.7%+2.9pp | 82.1%+2.5pp |
| Annual return | 17.17% | 148.42%-131.2pp | 122.10%-104.9pp | 478.82%-461.6pp |
| Employer contribution / active EE | $546 | $5,875-90.7% | $5,169-89.4% | $4,839-88.7% |
| Participant deferral / active EE | $2,991 | $6,357-53.0% | $5,569-46.3% | $6,342-52.8% |
| Admin fee / account holder | $748 | $19,818-96.2% | $16,244-95.4% | $12,315-93.9% |