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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 | $11,663 | $209,428-94.4% | $178,498-93.5% | $158,950-92.7% |
| Participation rate | 83.3% | 86.4%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 21.94% | 188.78%-166.8pp | 151.09%-129.2pp | 302.91%-281.0pp |
| Employer contribution / active EE | $489 | $5,707-91.4% | $5,011-90.2% | $4,762-89.7% |
| Participant deferral / active EE | $3,581 | $5,955-39.9% | $5,202-31.2% | $5,983-40.1% |
| Admin fee / account holder | $709 | $17,077-95.9% | $13,985-94.9% | $11,248-93.7% |