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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 | $8,472 | $208,088-95.9% | $186,193-95.4% | $154,746-94.5% |
| Participation rate | 81.8% | 80.0%+1.8pp | 77.1%+4.7pp | 80.7%+1.1pp |
| Annual return | 21.43% | 89.97%-68.5pp | 78.03%-56.6pp | 172.34%-150.9pp |
| Employer contribution / active EE | $438 | $4,340-89.9% | $3,918-88.8% | $4,379-90.0% |
| Participant deferral / active EE | $3,998 | $7,078-43.5% | $6,513-38.6% | $6,730-40.6% |
| Admin fee / account holder | $874 | $11,698-92.5% | $11,058-92.1% | $14,365-93.9% |