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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 | $29,986 | $209,425-85.7% | $178,499-83.2% | $158,966-81.1% |
| Participation rate | 85.7% | 86.4%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 16.87% | 188.80%-171.9pp | 151.10%-134.2pp | 302.95%-286.1pp |
| Employer contribution / active EE | $25 | $5,707-99.6% | $5,011-99.5% | $4,762-99.5% |
| Participant deferral / active EE | $5,602 | $5,955-5.9% | $5,202+7.7% | $5,983-6.4% |
| Admin fee / account holder | $3,235 | $17,078-81.1% | $13,986-76.9% | $11,250-71.2% |