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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 | $12,817 | $162,136-92.1% | $152,301-91.6% | $154,746-91.7% |
| Participation rate | 90.5% | 84.1%+6.4pp | 82.4%+8.0pp | 80.7%+9.8pp |
| Annual return | 17.98% | 91.02%-73.0pp | 80.50%-62.5pp | 172.34%-154.4pp |
| Employer contribution / active EE | $879 | $4,890-82.0% | $4,624-81.0% | $4,379-79.9% |
| Participant deferral / active EE | $3,106 | $8,341-62.8% | $8,004-61.2% | $6,730-53.9% |
| Admin fee / account holder | $531 | $15,759-96.6% | $14,398-96.3% | $14,365-96.3% |