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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 | $14,831 | $175,257-91.5% | $149,717-90.1% | $139,456-89.4% |
| Participation rate | 86.7% | 83.4%+3.3pp | 78.8%+7.9pp | 80.3%+6.3pp |
| Annual return | 12.31% | 166.70%-154.4pp | 134.41%-122.1pp | 373.45%-361.1pp |
| Employer contribution / active EE | $567 | $5,477-89.6% | $4,820-88.2% | $4,753-88.1% |
| Participant deferral / active EE | $4,302 | $6,521-34.0% | $5,682-24.3% | $6,711-35.9% |
| Admin fee / account holder | $2,968 | $16,156-81.6% | $13,213-77.5% | $11,407-74.0% |