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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 | $18,114 | $162,821-88.9% | $133,978-86.5% | $158,982-88.6% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 15.74% | 41.95%-26.2pp | 45.10%-29.4pp | 302.99%-287.2pp |
| Employer contribution / active EE | $805 | $4,976-83.8% | $3,919-79.4% | $4,763-83.1% |
| Participant deferral / active EE | $2,783 | $5,910-52.9% | $5,047-44.9% | $5,983-53.5% |
| Admin fee / account holder | $1,454 | $11,742-87.6% | $8,930-83.7% | $11,252-87.1% |