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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 | $16,727 | $197,603-91.5% | $177,827-90.6% | $158,950-89.5% |
| Participation rate | 73.3% | 88.5%-15.2pp | 87.7%-14.4pp | 82.0%-8.6pp |
| Annual return | 21.31% | 58.76%-37.4pp | 48.32%-27.0pp | 302.91%-281.6pp |
| Employer contribution / active EE | $962 | $6,698-85.6% | $5,918-83.8% | $4,762-79.8% |
| Participant deferral / active EE | $3,105 | $8,404-63.1% | $7,713-59.7% | $5,983-48.1% |
| Admin fee / account holder | $390 | $15,402-97.5% | $12,429-96.9% | $11,248-96.5% |