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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 | $22,485 | $209,425-89.3% | $178,499-87.4% | $158,966-85.9% |
| Participation rate | 84.2% | 86.4%-2.1pp | 81.9%+2.3pp | 82.0%+2.2pp |
| Annual return | 16.91% | 188.80%-171.9pp | 151.10%-134.2pp | 302.95%-286.0pp |
| Employer contribution / active EE | $1,119 | $5,707-80.4% | $5,011-77.7% | $4,762-76.5% |
| Participant deferral / active EE | $4,311 | $5,955-27.6% | $5,202-17.1% | $5,983-27.9% |
| Admin fee / account holder | $1,524 | $17,078-91.1% | $13,986-89.1% | $11,250-86.5% |