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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 | $9,846 | $148,629-93.4% | $135,982-92.8% | $139,487-92.9% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.6pp |
| Annual return | 35.00% | 79.33%-44.3pp | 68.32%-33.3pp | 373.84%-338.8pp |
| Employer contribution / active EE | $623 | $5,247-88.1% | $4,859-87.2% | $4,755-86.9% |
| Participant deferral / active EE | $6,627 | $8,102-18.2% | $7,760-14.6% | $6,713-1.3% |
| Admin fee / account holder | $450 | $12,406-96.4% | $10,767-95.8% | $11,407-96.1% |