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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 | $20,370 | $209,336-90.3% | $197,124-89.7% | $137,256-85.2% |
| Participation rate | 91.7% | 87.3%+4.4pp | 86.7%+5.0pp | 80.0%+11.7pp |
| Annual return | 14.25% | 48.09%-33.8pp | 44.34%-30.1pp | 220.34%-206.1pp |
| Employer contribution / active EE | $1,337 | $6,591-79.7% | $6,227-78.5% | $4,156-67.8% |
| Participant deferral / active EE | $6,096 | $9,614-36.6% | $9,135-33.3% | $6,407-4.8% |
| Admin fee / account holder | $423 | $17,308-97.6% | $16,298-97.4% | $12,270-96.6% |