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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 | $23,784 | $217,432-89.1% | $185,851-87.2% | $167,553-85.8% |
| Participation rate | 83.3% | 86.1%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 15.15% | 148.43%-133.3pp | 122.11%-107.0pp | 478.89%-463.7pp |
| Employer contribution / active EE | $375 | $5,874-93.6% | $5,168-92.8% | $4,840-92.3% |
| Participant deferral / active EE | $3,810 | $6,357-40.1% | $5,569-31.6% | $6,343-39.9% |
| Admin fee / account holder | $3,952 | $19,820-80.1% | $16,245-75.7% | $12,316-67.9% |