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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 | $9,331 | $139,948-93.3% | $121,663-92.3% | $154,746-94.0% |
| Participation rate | 82.4% | 78.0%+4.3pp | 74.5%+7.9pp | 80.7%+1.7pp |
| Annual return | 149.72% | 230.52%-80.8pp | 147.54%+2.2pp | 172.34%-22.6pp |
| Employer contribution / active EE | $548 | $3,521-84.4% | $3,020-81.9% | $4,379-87.5% |
| Participant deferral / active EE | $2,494 | $5,629-55.7% | $4,887-49.0% | $6,730-62.9% |
| Admin fee / account holder | $394 | $17,321-97.7% | $14,289-97.2% | $14,365-97.3% |