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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 | $18,440 | $198,457-90.7% | $170,435-89.2% | $147,586-87.5% |
| Participation rate | 81.8% | 88.0%-6.1pp | 83.6%-1.8pp | 82.8%-1.0pp |
| Annual return | 16.88% | 257.30%-240.4pp | 205.94%-189.1pp | 578.59%-561.7pp |
| Employer contribution / active EE | $856 | $6,183-86.2% | $5,432-84.2% | $4,876-82.5% |
| Participant deferral / active EE | $2,967 | $5,629-47.3% | $4,939-39.9% | $5,439-45.5% |
| Admin fee / account holder | $2,975 | $16,852-82.3% | $13,881-78.6% | $10,886-72.7% |