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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 | $18,148 | $165,381-89.0% | $149,730-87.9% | $158,966-88.6% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+8.9pp |
| Annual return | 20.65% | 348.29%-327.6pp | 276.70%-256.1pp | 302.95%-282.3pp |
| Employer contribution / active EE | $2 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,563 | $7,182+5.3% | $6,843+10.5% | $5,983+26.4% |
| Admin fee / account holder | $3,011 | $10,809-72.1% | $9,310-67.7% | $11,250-73.2% |