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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 | $30,811 | $183,978-83.3% | $162,171-81.0% | $152,885-79.8% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.5%+0.9pp |
| Annual return | 24.57% | 150.78%-126.2pp | 115.60%-91.0pp | 345.39%-320.8pp |
| Employer contribution / active EE | $769 | $6,370-87.9% | $5,613-86.3% | $4,763-83.9% |
| Participant deferral / active EE | $3,460 | $8,033-56.9% | $7,297-52.6% | $5,851-40.9% |
| Admin fee / account holder | $3,826 | $13,122-70.8% | $10,843-64.7% | $11,598-67.0% |