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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 | $21,730 | $209,336-89.6% | $197,124-89.0% | $137,256-84.2% |
| Participation rate | 90.0% | 87.3%+2.7pp | 86.7%+3.3pp | 80.0%+10.0pp |
| Annual return | 29.09% | 48.09%-19.0pp | 44.34%-15.3pp | 220.34%-191.3pp |
| Employer contribution / active EE | $1,128 | $6,591-82.9% | $6,227-81.9% | $4,156-72.9% |
| Participant deferral / active EE | $8,323 | $9,614-13.4% | $9,135-8.9% | $6,407+29.9% |
| Admin fee / account holder | $885 | $17,308-94.9% | $16,298-94.6% | $12,270-92.8% |