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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 | $6,924 | $160,028-95.7% | $147,080-95.3% | $145,884-95.3% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.1pp | 80.3%+12.0pp |
| Annual return | 12.12% | 98.60%-86.5pp | 420.17%-408.0pp | 551.85%-539.7pp |
| Employer contribution / active EE | $704 | $5,286-86.7% | $4,933-85.7% | $4,662-84.9% |
| Participant deferral / active EE | $5,030 | $8,422-40.3% | $8,066-37.6% | $6,690-24.8% |
| Admin fee / account holder | $1,139 | $15,030-92.4% | $12,989-91.2% | $13,392-91.5% |