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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 | $28,326 | $227,399-87.5% | $189,758-85.1% | $198,609-85.7% |
| Participation rate | 90.0% | 84.0%+6.0pp | 79.8%+10.2pp | 82.4%+7.6pp |
| Annual return | 20.13% | 61.03%-40.9pp | 52.62%-32.5pp | 202.70%-182.6pp |
| Employer contribution / active EE | $1,440 | $5,526-73.9% | $4,767-69.8% | $5,055-71.5% |
| Participant deferral / active EE | $6,256 | $6,837-8.5% | $5,856+6.8% | $6,977-10.3% |
| Admin fee / account holder | $377 | $25,162-98.5% | $20,388-98.1% | $19,030-98.0% |