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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 | $14,157 | $117,846-88.0% | $102,434-86.2% | $145,884-90.3% |
| Participation rate | 89.5% | 78.6%+10.9pp | 76.5%+13.0pp | 80.3%+9.2pp |
| Annual return | 9.87% | 31.90%-22.0pp | 29.46%-19.6pp | 551.85%-542.0pp |
| Employer contribution / active EE | $282 | $3,615-92.2% | $3,023-90.7% | $4,662-93.9% |
| Participant deferral / active EE | $5,610 | $5,733-2.1% | $5,055+11.0% | $6,690-16.1% |
| Admin fee / account holder | $2,185 | $13,356-83.6% | $9,462-76.9% | $13,392-83.7% |