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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 | $10,588 | $157,276-93.3% | $141,177-92.5% | $152,885-93.1% |
| Participation rate | 86.4% | 84.8%+1.5pp | 82.5%+3.9pp | 82.5%+3.9pp |
| Annual return | 35.04% | 64.33%-29.3pp | 71.40%-36.4pp | 345.39%-310.4pp |
| Employer contribution / active EE | $666 | $5,262-87.3% | $4,736-85.9% | $4,763-86.0% |
| Participant deferral / active EE | $4,087 | $7,110-42.5% | $6,710-39.1% | $5,851-30.2% |
| Admin fee / account holder | $1,118 | $12,123-90.8% | $10,263-89.1% | $11,598-90.4% |