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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 | $7,306 | $106,247-93.1% | $96,515-92.4% | $139,466-94.8% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 61.96% | 38.47%+23.5pp | 35.73%+26.2pp | 373.66%-311.7pp |
| Employer contribution / active EE | $746 | $4,106-81.8% | $3,740-80.0% | $4,754-84.3% |
| Participant deferral / active EE | $3,332 | $5,456-38.9% | $4,880-31.7% | $6,712-50.4% |
| Admin fee / account holder | $391 | $7,885-95.0% | $6,735-94.2% | $11,409-96.6% |