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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 | $212,386-95.7% | $199,883-95.5% | $138,895-93.5% |
| Participation rate | 92.3% | 87.4%+4.9pp | 86.8%+5.5pp | 79.9%+12.4pp |
| Annual return | 29.65% | 47.75%-18.1pp | 43.81%-14.2pp | 145.39%-115.7pp |
| Employer contribution / active EE | $470 | $6,625-92.9% | $6,261-92.5% | $4,194-88.8% |
| Participant deferral / active EE | $4,557 | $9,617-52.6% | $9,138-50.1% | $6,396-28.7% |
| Admin fee / account holder | $757 | $18,233-95.8% | $17,268-95.6% | $12,562-94.0% |