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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 | $16,537 | $175,259-90.6% | $149,723-89.0% | $139,487-88.1% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 29.45% | 166.82%-137.4pp | 134.50%-105.0pp | 373.84%-344.4pp |
| Employer contribution / active EE | $730 | $5,478-86.7% | $4,821-84.9% | $4,755-84.6% |
| Participant deferral / active EE | $5,060 | $6,522-22.4% | $5,682-11.0% | $6,713-24.6% |
| Admin fee / account holder | $1,412 | $16,158-91.3% | $13,215-89.3% | $11,407-87.6% |