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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 | $12,284 | $148,629-91.7% | $135,982-91.0% | $139,487-91.2% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 23.81% | 79.33%-55.5pp | 68.32%-44.5pp | 373.84%-350.0pp |
| Employer contribution / active EE | $464 | $5,247-91.2% | $4,859-90.5% | $4,755-90.3% |
| Participant deferral / active EE | $2,769 | $8,102-65.8% | $7,760-64.3% | $6,713-58.8% |
| Admin fee / account holder | $719 | $12,406-94.2% | $10,767-93.3% | $11,407-93.7% |