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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 | $7,537 | $174,379-95.7% | $152,093-95.0% | $138,895-94.6% |
| Participation rate | 91.3% | 81.6%+9.7pp | 77.8%+13.5pp | 79.9%+11.4pp |
| Annual return | 16.18% | 74.86%-58.7pp | 66.36%-50.2pp | 145.39%-129.2pp |
| Employer contribution / active EE | $844 | $4,652-81.8% | $4,175-79.8% | $4,194-79.9% |
| Participant deferral / active EE | $1,784 | $6,159-71.0% | $5,451-67.3% | $6,396-72.1% |
| Admin fee / account holder | $798 | $16,880-95.3% | $14,497-94.5% | $12,562-93.6% |