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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 | $24,350 | $209,425-88.4% | $178,499-86.4% | $158,966-84.7% |
| Participation rate | 76.2% | 86.4%-10.2pp | 81.9%-5.7pp | 82.0%-5.8pp |
| Annual return | 18.36% | 188.80%-170.4pp | 151.10%-132.7pp | 302.95%-284.6pp |
| Employer contribution / active EE | $876 | $5,707-84.6% | $5,011-82.5% | $4,762-81.6% |
| Participant deferral / active EE | $3,339 | $5,955-43.9% | $5,202-35.8% | $5,983-44.2% |
| Admin fee / account holder | $434 | $17,078-97.5% | $13,986-96.9% | $11,250-96.1% |