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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 | $125,184-87.2% | $105,607-84.8% | $145,884-89.0% |
| Participation rate | 88.2% | 77.6%+10.6pp | 75.3%+13.0pp | 80.3%+7.9pp |
| Annual return | 8.56% | 225.00%-216.4pp | 116.11%-107.5pp | 551.85%-543.3pp |
| Employer contribution / active EE | $533 | $3,720-85.7% | $3,167-83.2% | $4,662-88.6% |
| Participant deferral / active EE | $5,728 | $5,714+0.3% | $5,011+14.3% | $6,690-14.4% |
| Admin fee / account holder | $778 | $17,133-95.5% | $10,958-92.9% | $13,392-94.2% |