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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 | $33,992 | $197,637-82.8% | $177,848-80.9% | $158,982-78.6% |
| Participation rate | 88.2% | 88.5%-0.3pp | 87.7%+0.5pp | 82.0%+6.3pp |
| Annual return | 17.02% | 58.77%-41.8pp | 48.33%-31.3pp | 302.99%-286.0pp |
| Employer contribution / active EE | $271 | $6,698-96.0% | $5,919-95.4% | $4,763-94.3% |
| Participant deferral / active EE | $11,713 | $8,405+39.4% | $7,714+51.8% | $5,983+95.7% |
| Admin fee / account holder | $11,409 | $15,406-25.9% | $12,431-8.2% | $11,252+1.4% |