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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 | $9,889 | $183,539-94.6% | $155,556-93.6% | $145,897-93.2% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 12.64% | 61.31%-48.7pp | 64.84%-52.2pp | 552.29%-539.7pp |
| Employer contribution / active EE | $964 | $5,315-81.9% | $4,675-79.4% | $4,663-79.3% |
| Participant deferral / active EE | $2,648 | $6,467-59.1% | $5,631-53.0% | $6,689-60.4% |
| Admin fee / account holder | $790 | $19,275-95.9% | $15,885-95.0% | $13,390-94.1% |