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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 | $21,520 | $166,268-87.1% | $165,100-87.0% | $145,897-85.3% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 12.35% | 100.52%-88.2pp | 70.21%-57.9pp | 552.29%-539.9pp |
| Employer contribution / active EE | $1,079 | $5,284-79.6% | $4,348-75.2% | $4,663-76.8% |
| Participant deferral / active EE | $4,753 | $6,964-31.7% | $6,035-21.2% | $6,689-28.9% |
| Admin fee / account holder | $630 | $16,659-96.2% | $12,696-95.0% | $13,390-95.3% |