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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 | $8,607 | $114,119-92.5% | $107,187-92.0% | $138,895-93.8% |
| Participation rate | 94.7% | 78.1%+16.7pp | 75.0%+19.7pp | 79.9%+14.8pp |
| Annual return | 28.35% | 273.21%-244.9pp | 204.55%-176.2pp | 145.39%-117.0pp |
| Employer contribution / active EE | $589 | $4,059-85.5% | $3,782-84.4% | $4,194-86.0% |
| Participant deferral / active EE | $2,805 | $5,538-49.4% | $5,096-45.0% | $6,396-56.2% |
| Admin fee / account holder | $697 | $10,024-93.0% | $9,162-92.4% | $12,562-94.5% |