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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 | $9,488 | $106,236-91.1% | $96,496-90.2% | $139,427-93.2% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 15.43% | 38.43%-23.0pp | 35.70%-20.3pp | 373.27%-357.8pp |
| Employer contribution / active EE | $751 | $4,104-81.7% | $3,738-79.9% | $4,752-84.2% |
| Participant deferral / active EE | $3,111 | $5,455-43.0% | $4,879-36.2% | $6,711-53.7% |
| Admin fee / account holder | $333 | $7,879-95.8% | $6,731-95.1% | $11,404-97.1% |