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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 | $10,952 | $165,381-93.4% | $149,730-92.7% | $158,966-93.1% |
| Participation rate | 94.7% | 84.6%+10.2pp | 82.5%+12.3pp | 82.0%+12.8pp |
| Annual return | 20.54% | 348.29%-327.8pp | 276.70%-256.2pp | 302.95%-282.4pp |
| Employer contribution / active EE | $899 | $5,104-82.4% | $4,645-80.6% | $4,762-81.1% |
| Participant deferral / active EE | $3,736 | $7,182-48.0% | $6,843-45.4% | $5,983-37.6% |
| Admin fee / account holder | $2,106 | $10,809-80.5% | $9,310-77.4% | $11,250-81.3% |