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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 | $24,721 | $185,883-86.7% | $170,043-85.5% | $139,466-82.3% |
| Participation rate | 71.4% | 87.8%-16.3pp | 87.0%-15.6pp | 80.3%-8.9pp |
| Annual return | 22.09% | 60.54%-38.4pp | 53.40%-31.3pp | 373.66%-351.6pp |
| Employer contribution / active EE | $1,153 | $7,596-84.8% | $6,790-83.0% | $4,754-75.7% |
| Participant deferral / active EE | $4,069 | $11,626-65.0% | $10,410-60.9% | $6,712-39.4% |
| Admin fee / account holder | $1,066 | $15,393-93.1% | $12,824-91.7% | $11,409-90.7% |