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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 | $21,524 | $166,242-87.1% | $165,071-87.0% | $145,884-85.2% |
| Participation rate | 92.3% | 82.0%+10.3pp | 78.6%+13.7pp | 80.3%+12.0pp |
| Annual return | 13.93% | 100.44%-86.5pp | 70.17%-56.2pp | 551.85%-537.9pp |
| Employer contribution / active EE | $382 | $5,283-92.8% | $4,347-91.2% | $4,662-91.8% |
| Participant deferral / active EE | $2,239 | $6,964-67.9% | $6,035-62.9% | $6,690-66.5% |
| Admin fee / account holder | $1,204 | $16,658-92.8% | $12,695-90.5% | $13,392-91.0% |