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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 | $227,291-88.2% | $214,702-87.5% | $155,188-82.8% |
| Participation rate | 80.0% | 88.0%-8.0pp | 87.5%-7.5pp | 80.8%-0.8pp |
| Annual return | 19.05% | 60.08%-41.0pp | 54.55%-35.5pp | 148.84%-129.8pp |
| Employer contribution / active EE | $1,300 | $6,772-80.8% | $6,461-79.9% | $4,248-69.4% |
| Participant deferral / active EE | $7,205 | $9,582-24.8% | $9,147-21.2% | $6,531+10.3% |
| Admin fee / account holder | $346 | $20,413-98.3% | $19,830-98.3% | $14,480-97.6% |