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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 | $9,606 | $162,136-94.1% | $152,301-93.7% | $154,746-93.8% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 18.65% | 91.02%-72.4pp | 80.50%-61.9pp | 172.34%-153.7pp |
| Employer contribution / active EE | $76 | $4,890-98.4% | $4,624-98.4% | $4,379-98.3% |
| Participant deferral / active EE | $3,507 | $8,341-58.0% | $8,004-56.2% | $6,730-47.9% |
| Admin fee / account holder | $953 | $15,759-94.0% | $14,398-93.4% | $14,365-93.4% |