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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 | $15,601 | $166,268-90.6% | $165,100-90.6% | $145,897-89.3% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.6%-7.2pp | 80.3%-8.9pp |
| Annual return | 12.86% | 100.52%-87.7pp | 70.21%-57.3pp | 552.29%-539.4pp |
| Employer contribution / active EE | $914 | $5,284-82.7% | $4,348-79.0% | $4,663-80.4% |
| Participant deferral / active EE | $2,925 | $6,964-58.0% | $6,035-51.5% | $6,689-56.3% |
| Admin fee / account holder | $683 | $16,659-95.9% | $12,696-94.6% | $13,390-94.9% |