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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 | $11,329 | $178,174-93.6% | $156,181-92.7% | $137,256-91.7% |
| Participation rate | 86.7% | 82.0%+4.6pp | 78.8%+7.8pp | 80.0%+6.7pp |
| Annual return | 13.64% | 84.19%-70.5pp | 64.87%-51.2pp | 220.34%-206.7pp |
| Employer contribution / active EE | $909 | $4,972-81.7% | $4,294-78.8% | $4,156-78.1% |
| Participant deferral / active EE | $3,019 | $6,888-56.2% | $6,132-50.8% | $6,407-52.9% |
| Admin fee / account holder | $944 | $17,404-94.6% | $14,586-93.5% | $12,270-92.3% |