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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 | $5,729 | $185,312-96.9% | $161,489-96.5% | $154,746-96.3% |
| Participation rate | 81.8% | 82.5%-0.6pp | 78.7%+3.1pp | 80.7%+1.1pp |
| Annual return | 36.77% | 103.84%-67.1pp | 89.72%-53.0pp | 172.34%-135.6pp |
| Employer contribution / active EE | $767 | $4,769-83.9% | $4,268-82.0% | $4,379-82.5% |
| Participant deferral / active EE | $2,373 | $6,350-62.6% | $5,630-57.8% | $6,730-64.7% |
| Admin fee / account holder | $868 | $18,654-95.3% | $16,006-94.6% | $14,365-94.0% |