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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 | $15,640 | $183,516-91.5% | $155,534-89.9% | $145,884-89.3% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.4pp | 80.3%+11.4pp |
| Annual return | 15.39% | 61.43%-46.0pp | 64.92%-49.5pp | 551.85%-536.5pp |
| Employer contribution / active EE | $821 | $5,315-84.6% | $4,675-82.4% | $4,662-82.4% |
| Participant deferral / active EE | $5,455 | $6,467-15.6% | $5,630-3.1% | $6,690-18.5% |
| Admin fee / account holder | $2,652 | $19,293-86.3% | $15,900-83.3% | $13,392-80.2% |