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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 | $14,600 | $217,432-93.3% | $185,849-92.1% | $167,536-91.3% |
| Participation rate | 91.7% | 86.1%+5.6pp | 81.7%+10.0pp | 82.1%+9.6pp |
| Annual return | 21.33% | 148.42%-127.1pp | 122.10%-100.8pp | 478.82%-457.5pp |
| Employer contribution / active EE | $775 | $5,875-86.8% | $5,169-85.0% | $4,839-84.0% |
| Participant deferral / active EE | $5,395 | $6,357-15.1% | $5,569-3.1% | $6,342-14.9% |
| Admin fee / account holder | $499 | $19,818-97.5% | $16,244-96.9% | $12,315-96.0% |