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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 | $37,768 | $227,399-83.4% | $189,758-80.1% | $198,609-81.0% |
| Participation rate | 73.3% | 84.0%-10.7pp | 79.8%-6.5pp | 82.4%-9.0pp |
| Annual return | 16.35% | 61.03%-44.7pp | 52.62%-36.3pp | 202.70%-186.4pp |
| Employer contribution / active EE | $667 | $5,526-87.9% | $4,767-86.0% | $5,055-86.8% |
| Participant deferral / active EE | $6,516 | $6,837-4.7% | $5,856+11.3% | $6,977-6.6% |
| Admin fee / account holder | $1,438 | $25,162-94.3% | $20,388-92.9% | $19,030-92.4% |