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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 | $166,131-90.6% | $164,975-90.5% | $145,877-89.3% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.6%-7.2pp | 80.3%-8.9pp |
| Annual return | 12.86% | 100.37%-87.5pp | 70.12%-57.3pp | 551.28%-538.4pp |
| Employer contribution / active EE | $914 | $5,276-82.7% | $4,343-78.9% | $4,663-80.4% |
| Participant deferral / active EE | $2,925 | $6,962-58.0% | $6,033-51.5% | $6,691-56.3% |
| Admin fee / account holder | $683 | $16,648-95.9% | $12,688-94.6% | $13,402-94.9% |