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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 | $18,850 | $157,304-88.0% | $141,197-86.7% | $152,909-87.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 65.96% | 64.34%+1.6pp | 71.41%-5.4pp | 345.46%-279.5pp |
| Employer contribution / active EE | $756 | $5,263-85.6% | $4,736-84.0% | $4,764-84.1% |
| Participant deferral / active EE | $4,956 | $7,111-30.3% | $6,710-26.1% | $5,851-15.3% |
| Admin fee / account holder | $737 | $12,126-93.9% | $10,265-92.8% | $11,601-93.6% |