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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 | $7,694 | $172,111-95.5% | $150,298-94.9% | $137,256-94.4% |
| Participation rate | 70.8% | 81.7%-10.9pp | 77.8%-6.9pp | 80.0%-9.1pp |
| Annual return | 22.93% | 69.37%-46.4pp | 62.79%-39.9pp | 220.34%-197.4pp |
| Employer contribution / active EE | $387 | $4,636-91.7% | $4,154-90.7% | $4,156-90.7% |
| Participant deferral / active EE | $1,853 | $6,166-70.0% | $5,453-66.0% | $6,407-71.1% |
| Admin fee / account holder | $685 | $16,471-95.8% | $14,116-95.1% | $12,270-94.4% |