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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 | $24,615 | $152,619-83.9% | $125,195-80.3% | $152,909-83.9% |
| Participation rate | 76.5% | 83.3%-6.9pp | 79.8%-3.3pp | 82.5%-6.0pp |
| Annual return | 28.71% | 54.85%-26.1pp | 43.79%-15.1pp | 345.46%-316.8pp |
| Employer contribution / active EE | $926 | $4,947-81.3% | $3,866-76.1% | $4,764-80.6% |
| Participant deferral / active EE | $2,131 | $5,869-63.7% | $4,937-56.8% | $5,851-63.6% |
| Admin fee / account holder | $648 | $13,437-95.2% | $9,704-93.3% | $11,601-94.4% |