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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 | $26,402 | $198,457-86.7% | $170,435-84.5% | $147,586-82.1% |
| Participation rate | 92.9% | 88.0%+4.9pp | 83.6%+9.3pp | 82.8%+10.0pp |
| Annual return | 16.44% | 257.30%-240.9pp | 205.94%-189.5pp | 578.59%-562.1pp |
| Employer contribution / active EE | $466 | $6,183-92.5% | $5,432-91.4% | $4,876-90.4% |
| Participant deferral / active EE | $2,963 | $5,629-47.4% | $4,939-40.0% | $5,439-45.5% |
| Admin fee / account holder | $1,977 | $16,852-88.3% | $13,881-85.8% | $10,886-81.8% |