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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 | $11,899 | $178,174-93.3% | $156,181-92.4% | $137,256-91.3% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.8%-7.4pp | 80.0%-8.5pp |
| Annual return | 20.46% | 84.19%-63.7pp | 64.87%-44.4pp | 220.34%-199.9pp |
| Employer contribution / active EE | $969 | $4,972-80.5% | $4,294-77.4% | $4,156-76.7% |
| Participant deferral / active EE | $3,796 | $6,888-44.9% | $6,132-38.1% | $6,407-40.8% |
| Admin fee / account holder | $1,039 | $17,404-94.0% | $14,586-92.9% | $12,270-91.5% |