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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 | $21,004 | $144,130-85.4% | $117,861-82.2% | $147,586-85.8% |
| Participation rate | 85.7% | 83.4%+2.3pp | 79.7%+6.0pp | 82.8%+2.9pp |
| Annual return | 12.26% | 531.20%-518.9pp | 335.11%-322.8pp | 578.59%-566.3pp |
| Employer contribution / active EE | $862 | $4,897-82.4% | $3,786-77.2% | $4,876-82.3% |
| Participant deferral / active EE | $3,049 | $5,316-42.7% | $4,482-32.0% | $5,439-43.9% |
| Admin fee / account holder | $4,638 | $10,887-57.4% | $8,021-42.2% | $10,886-57.4% |