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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 | $11,298 | $157,304-92.8% | $141,197-92.0% | $152,909-92.6% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.5%+6.4pp |
| Annual return | 25.20% | 64.34%-39.1pp | 71.41%-46.2pp | 345.46%-320.3pp |
| Employer contribution / active EE | $595 | $5,263-88.7% | $4,736-87.4% | $4,764-87.5% |
| Participant deferral / active EE | $3,189 | $7,111-55.2% | $6,710-52.5% | $5,851-45.5% |
| Admin fee / account holder | $510 | $12,126-95.8% | $10,265-95.0% | $11,601-95.6% |