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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 | $183,592-94.6% | $155,574-93.6% | $145,877-93.2% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 12.64% | 61.37%-48.7pp | 64.87%-52.2pp | 551.28%-538.6pp |
| Employer contribution / active EE | $964 | $5,317-81.9% | $4,676-79.4% | $4,663-79.3% |
| Participant deferral / active EE | $2,648 | $6,466-59.1% | $5,629-53.0% | $6,691-60.4% |
| Admin fee / account holder | $790 | $19,316-95.9% | $15,914-95.0% | $13,402-94.1% |