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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 | $7,391 | $172,111-95.7% | $150,298-95.1% | $137,256-94.6% |
| Participation rate | 90.0% | 81.7%+8.3pp | 77.8%+12.2pp | 80.0%+10.0pp |
| Annual return | 17.93% | 69.37%-51.4pp | 62.79%-44.9pp | 220.34%-202.4pp |
| Employer contribution / active EE | $378 | $4,636-91.9% | $4,154-90.9% | $4,156-90.9% |
| Participant deferral / active EE | $2,825 | $6,166-54.2% | $5,453-48.2% | $6,407-55.9% |
| Admin fee / account holder | $1,047 | $16,471-93.6% | $14,116-92.6% | $12,270-91.5% |