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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 | $223,823-90.3% | $211,142-89.7% | $154,746-86.0% |
| Participation rate | 90.0% | 87.9%+2.1pp | 87.3%+2.7pp | 80.7%+9.3pp |
| Annual return | 29.09% | 50.39%-21.3pp | 46.84%-17.7pp | 172.34%-143.2pp |
| Employer contribution / active EE | $1,128 | $6,787-83.4% | $6,442-82.5% | $4,379-74.3% |
| Participant deferral / active EE | $8,323 | $9,750-14.6% | $9,284-10.4% | $6,730+23.7% |
| Admin fee / account holder | $885 | $19,707-95.5% | $19,076-95.4% | $14,365-93.8% |