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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 | $23,066 | $223,823-89.7% | $211,142-89.1% | $154,746-85.1% |
| Participation rate | 80.0% | 87.9%-7.9pp | 87.3%-7.3pp | 80.7%-0.7pp |
| Annual return | 15.15% | 50.39%-35.2pp | 46.84%-31.7pp | 172.34%-157.2pp |
| Employer contribution / active EE | $1,386 | $6,787-79.6% | $6,442-78.5% | $4,379-68.4% |
| Participant deferral / active EE | $6,267 | $9,750-35.7% | $9,284-32.5% | $6,730-6.9% |
| Admin fee / account holder | $2,425 | $19,707-87.7% | $19,076-87.3% | $14,365-83.1% |