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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 | $12,117 | $202,463-94.0% | $169,397-92.8% | $139,487-91.3% |
| Participation rate | 85.7% | 81.1%+4.6pp | 77.2%+8.5pp | 80.3%+5.4pp |
| Annual return | 24.75% | 532.64%-507.9pp | 406.23%-381.5pp | 373.84%-349.1pp |
| Employer contribution / active EE | $100 | $4,694-97.9% | $4,013-97.5% | $4,755-97.9% |
| Participant deferral / active EE | $5,605 | $6,941-19.2% | $6,223-9.9% | $6,713-16.5% |
| Admin fee / account holder | $693 | $10,726-93.5% | $9,017-92.3% | $11,407-93.9% |