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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 | $12,006 | $160,040-92.5% | $147,096-91.8% | $145,877-91.8% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 13.97% | 98.49%-84.5pp | 419.75%-405.8pp | 551.28%-537.3pp |
| Employer contribution / active EE | $713 | $5,289-86.5% | $4,936-85.6% | $4,663-84.7% |
| Participant deferral / active EE | $3,673 | $8,429-56.4% | $8,071-54.5% | $6,691-45.1% |
| Admin fee / account holder | $339 | $15,050-97.7% | $13,005-97.4% | $13,402-97.5% |