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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 | $17,748 | $183,988-90.4% | $162,177-89.1% | $152,897-88.4% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.6%+1.3pp | 82.5%+6.4pp |
| Annual return | 32.83% | 150.79%-118.0pp | 115.60%-82.8pp | 345.43%-312.6pp |
| Employer contribution / active EE | $1,111 | $6,370-82.6% | $5,613-80.2% | $4,764-76.7% |
| Participant deferral / active EE | $8,407 | $8,032+4.7% | $7,297+15.2% | $5,851+43.7% |
| Admin fee / account holder | $4,622 | $13,123-64.8% | $10,843-57.4% | $11,599-60.1% |