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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 | $6,741 | $167,522-96.0% | $151,639-95.6% | $134,532-95.0% |
| Participation rate | 93.3% | 88.4%+5.0pp | 87.5%+5.8pp | 81.2%+12.1pp |
| Annual return | -16.85% | 7.81%-24.7pp | 3.34%-20.2pp | 418.27%-435.1pp |
| Employer contribution / active EE | $957 | $6,828-86.0% | $6,165-84.5% | $4,741-79.8% |
| Participant deferral / active EE | $3,936 | $8,986-56.2% | $8,363-52.9% | $6,401-38.5% |
| Admin fee / account holder | $1,785 | $13,780-87.0% | $11,613-84.6% | $11,429-84.4% |