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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 | $10,573 | $156,398-93.2% | $147,318-92.8% | $138,895-92.4% |
| Participation rate | 70.0% | 83.8%-13.8pp | 82.1%-12.1pp | 79.9%-9.9pp |
| Annual return | 30.05% | 78.75%-48.7pp | 70.43%-40.4pp | 145.39%-115.3pp |
| Employer contribution / active EE | $901 | $4,853-81.4% | $4,593-80.4% | $4,194-78.5% |
| Participant deferral / active EE | $2,846 | $8,237-65.5% | $7,906-64.0% | $6,396-55.5% |
| Admin fee / account holder | $555 | $14,976-96.3% | $13,708-96.0% | $12,562-95.6% |