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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 | $12,955 | $160,028-91.9% | $147,080-91.2% | $145,884-91.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 10.01% | 98.60%-88.6pp | 420.17%-410.2pp | 551.85%-541.8pp |
| Employer contribution / active EE | $994 | $5,286-81.2% | $4,933-79.9% | $4,662-78.7% |
| Participant deferral / active EE | $4,303 | $8,422-48.9% | $8,066-46.7% | $6,690-35.7% |
| Admin fee / account holder | $1,271 | $15,030-91.5% | $12,989-90.2% | $13,392-90.5% |