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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 | $11,049 | $154,228-92.8% | $145,433-92.4% | $137,256-91.9% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 16.29% | 74.59%-58.3pp | 66.58%-50.3pp | 220.34%-204.1pp |
| Employer contribution / active EE | $818 | $4,804-83.0% | $4,554-82.0% | $4,156-80.3% |
| Participant deferral / active EE | $3,692 | $8,216-55.1% | $7,897-53.3% | $6,407-42.4% |
| Admin fee / account holder | $1,926 | $14,344-86.6% | $13,129-85.3% | $12,270-84.3% |