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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 | $16,987 | $176,105-90.4% | $159,474-89.3% | $167,536-89.9% |
| Participation rate | 87.5% | 85.0%+2.5pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 16.03% | 331.91%-315.9pp | 263.68%-247.6pp | 478.82%-462.8pp |
| Employer contribution / active EE | $946 | $5,299-82.2% | $4,831-80.4% | $4,839-80.5% |
| Participant deferral / active EE | $6,917 | $7,751-10.8% | $7,353-5.9% | $6,342+9.1% |
| Admin fee / account holder | $3,406 | $12,559-72.9% | $10,802-68.5% | $12,315-72.3% |