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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 | $30,294 | $197,625-84.7% | $177,840-83.0% | $158,966-80.9% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.7%-16.3pp | 82.0%-10.5pp |
| Annual return | 28.67% | 58.76%-30.1pp | 48.32%-19.7pp | 302.95%-274.3pp |
| Employer contribution / active EE | $899 | $6,698-86.6% | $5,919-84.8% | $4,762-81.1% |
| Participant deferral / active EE | $5,799 | $8,405-31.0% | $7,714-24.8% | $5,983-3.1% |
| Admin fee / account holder | $2,672 | $15,405-82.7% | $12,431-78.5% | $11,250-76.2% |