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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 | $9,149 | $129,737-92.9% | $119,126-92.3% | $154,746-94.1% |
| Participation rate | 84.6% | 78.9%+5.8pp | 75.8%+8.9pp | 80.7%+3.9pp |
| Annual return | 22.15% | 379.08%-356.9pp | 282.11%-260.0pp | 172.34%-150.2pp |
| Employer contribution / active EE | $600 | $4,375-86.3% | $4,034-85.1% | $4,379-86.3% |
| Participant deferral / active EE | $2,584 | $5,842-55.8% | $5,318-51.4% | $6,730-61.6% |
| Admin fee / account holder | $1,453 | $11,961-87.9% | $10,693-86.4% | $14,365-89.9% |