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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 | $19,732 | $166,242-88.1% | $165,071-88.0% | $145,884-86.5% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 17.82% | 100.44%-82.6pp | 70.17%-52.3pp | 551.85%-534.0pp |
| Employer contribution / active EE | $1,028 | $5,283-80.5% | $4,347-76.4% | $4,662-78.0% |
| Participant deferral / active EE | $2,763 | $6,964-60.3% | $6,035-54.2% | $6,690-58.7% |
| Admin fee / account holder | $939 | $16,658-94.4% | $12,695-92.6% | $13,392-93.0% |