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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 | $26,758 | $223,823-88.0% | $211,142-87.3% | $154,746-82.7% |
| Participation rate | 80.0% | 87.9%-7.9pp | 87.3%-7.3pp | 80.7%-0.7pp |
| Annual return | 19.05% | 50.39%-31.3pp | 46.84%-27.8pp | 172.34%-153.3pp |
| Employer contribution / active EE | $1,300 | $6,787-80.8% | $6,442-79.8% | $4,379-70.3% |
| Participant deferral / active EE | $7,205 | $9,750-26.1% | $9,284-22.4% | $6,730+7.1% |
| Admin fee / account holder | $346 | $19,707-98.2% | $19,076-98.2% | $14,365-97.6% |