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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 | $10,959 | $172,111-93.6% | $150,298-92.7% | $137,256-92.0% |
| Participation rate | 89.5% | 81.7%+7.8pp | 77.8%+11.7pp | 80.0%+9.5pp |
| Annual return | 18.80% | 69.37%-50.6pp | 62.79%-44.0pp | 220.34%-201.5pp |
| Employer contribution / active EE | $663 | $4,636-85.7% | $4,154-84.0% | $4,156-84.0% |
| Participant deferral / active EE | $2,265 | $6,166-63.3% | $5,453-58.5% | $6,407-64.7% |
| Admin fee / account holder | $918 | $16,471-94.4% | $14,116-93.5% | $12,270-92.5% |