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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 | $9,087 | $209,336-95.7% | $197,124-95.4% | $137,256-93.4% |
| Participation rate | 92.3% | 87.3%+5.0pp | 86.7%+5.6pp | 80.0%+12.3pp |
| Annual return | 29.65% | 48.09%-18.4pp | 44.34%-14.7pp | 220.34%-190.7pp |
| Employer contribution / active EE | $470 | $6,591-92.9% | $6,227-92.4% | $4,156-88.7% |
| Participant deferral / active EE | $4,557 | $9,614-52.6% | $9,135-50.1% | $6,407-28.9% |
| Admin fee / account holder | $757 | $17,308-95.6% | $16,298-95.4% | $12,270-93.8% |