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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 | $156,398-91.8% | $147,318-91.3% | $138,895-90.8% |
| Participation rate | 90.5% | 83.8%+6.7pp | 82.1%+8.4pp | 79.9%+10.6pp |
| Annual return | 17.98% | 78.75%-60.8pp | 70.43%-52.5pp | 145.39%-127.4pp |
| Employer contribution / active EE | $879 | $4,853-81.9% | $4,593-80.9% | $4,194-79.0% |
| Participant deferral / active EE | $3,106 | $8,237-62.3% | $7,906-60.7% | $6,396-51.4% |
| Admin fee / account holder | $531 | $14,976-96.5% | $13,708-96.1% | $12,562-95.8% |