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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 | $14,345 | $175,231-91.8% | $149,696-90.4% | $139,466-89.7% |
| Participation rate | 84.6% | 83.4%+1.2pp | 78.8%+5.8pp | 80.3%+4.3pp |
| Annual return | 13.96% | 166.77%-152.8pp | 134.46%-120.5pp | 373.66%-359.7pp |
| Employer contribution / active EE | $1,000 | $5,478-81.8% | $4,821-79.3% | $4,754-79.0% |
| Participant deferral / active EE | $4,789 | $6,521-26.6% | $5,682-15.7% | $6,712-28.7% |
| Admin fee / account holder | $668 | $16,155-95.9% | $13,212-94.9% | $11,409-94.1% |