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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 | $19,551 | $176,105-88.9% | $159,474-87.7% | $167,536-88.3% |
| Participation rate | 84.6% | 85.0%-0.3pp | 82.8%+1.8pp | 82.1%+2.5pp |
| Annual return | 11.67% | 331.91%-320.2pp | 263.68%-252.0pp | 478.82%-467.1pp |
| Employer contribution / active EE | $734 | $5,299-86.1% | $4,831-84.8% | $4,839-84.8% |
| Participant deferral / active EE | $3,169 | $7,751-59.1% | $7,353-56.9% | $6,342-50.0% |
| Admin fee / account holder | $4,330 | $12,559-65.5% | $10,802-59.9% | $12,315-64.8% |