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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 | $8,674 | $180,749-95.2% | $160,784-94.6% | $137,256-93.7% |
| Participation rate | 87.5% | 80.0%+7.5pp | 77.0%+10.5pp | 80.0%+7.5pp |
| Annual return | 17.34% | 2234.46%-2217.1pp | 1803.92%-1786.6pp | 220.34%-203.0pp |
| Employer contribution / active EE | $219 | $4,155-94.7% | $3,733-94.1% | $4,156-94.7% |
| Participant deferral / active EE | $1,735 | $6,844-74.7% | $6,293-72.4% | $6,407-72.9% |
| Admin fee / account holder | $1,180 | $10,397-88.6% | $9,717-87.9% | $12,270-90.4% |