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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 | $5,012 | $117,895-95.7% | $102,460-95.1% | $145,897-96.6% |
| Participation rate | 84.2% | 78.6%+5.6pp | 76.5%+7.7pp | 80.3%+3.9pp |
| Annual return | 16.91% | 31.92%-15.0pp | 29.47%-12.6pp | 552.29%-535.4pp |
| Employer contribution / active EE | $818 | $3,619-77.4% | $3,025-73.0% | $4,663-82.5% |
| Participant deferral / active EE | $1,879 | $5,736-67.2% | $5,056-62.8% | $6,689-71.9% |
| Admin fee / account holder | $2,009 | $13,353-85.0% | $9,460-78.8% | $13,390-85.0% |