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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 | $15,536 | $166,242-90.7% | $165,071-90.6% | $145,884-89.4% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 8.79% | 100.44%-91.7pp | 70.17%-61.4pp | 551.85%-543.1pp |
| Employer contribution / active EE | $657 | $5,283-87.6% | $4,347-84.9% | $4,662-85.9% |
| Participant deferral / active EE | $2,626 | $6,964-62.3% | $6,035-56.5% | $6,690-60.7% |
| Admin fee / account holder | $1,679 | $16,658-89.9% | $12,695-86.8% | $13,392-87.5% |