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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 | $12,019 | $198,462-93.9% | $170,439-92.9% | $147,585-91.9% |
| Participation rate | 89.5% | 88.0%+1.5pp | 83.6%+5.9pp | 82.8%+6.6pp |
| Annual return | 17.86% | 257.30%-239.4pp | 205.94%-188.1pp | 578.58%-560.7pp |
| Employer contribution / active EE | $849 | $6,184-86.3% | $5,433-84.4% | $4,876-82.6% |
| Participant deferral / active EE | $2,278 | $5,629-59.5% | $4,939-53.9% | $5,439-58.1% |
| Admin fee / account holder | $877 | $16,852-94.8% | $13,881-93.7% | $10,886-91.9% |