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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 | $11,679 | $154,228-92.4% | $145,433-92.0% | $137,256-91.5% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 80.0%-2.2pp |
| Annual return | 13.58% | 74.59%-61.0pp | 66.58%-53.0pp | 220.34%-206.8pp |
| Employer contribution / active EE | $14 | $4,804-99.7% | $4,554-99.7% | $4,156-99.7% |
| Participant deferral / active EE | $5,273 | $8,216-35.8% | $7,897-33.2% | $6,407-17.7% |
| Admin fee / account holder | $4,371 | $14,344-69.5% | $13,129-66.7% | $12,270-64.4% |