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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 | $16,074 | $125,190-87.2% | $105,624-84.8% | $145,897-89.0% |
| Participation rate | 88.2% | 77.6%+10.6pp | 75.3%+13.0pp | 80.3%+7.9pp |
| Annual return | 8.56% | 225.22%-216.7pp | 116.20%-107.6pp | 552.29%-543.7pp |
| Employer contribution / active EE | $533 | $3,720-85.7% | $3,168-83.2% | $4,663-88.6% |
| Participant deferral / active EE | $5,728 | $5,716+0.2% | $5,013+14.3% | $6,689-14.4% |
| Admin fee / account holder | $778 | $17,138-95.5% | $10,961-92.9% | $13,390-94.2% |