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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 | $5,369 | $175,231-96.9% | $149,696-96.4% | $139,466-96.2% |
| Participation rate | 72.2% | 83.4%-11.2pp | 78.8%-6.6pp | 80.3%-8.1pp |
| Annual return | 18.31% | 166.77%-148.5pp | 134.46%-116.1pp | 373.66%-355.3pp |
| Employer contribution / active EE | $776 | $5,478-85.8% | $4,821-83.9% | $4,754-83.7% |
| Participant deferral / active EE | $2,461 | $6,521-62.3% | $5,682-56.7% | $6,712-63.3% |
| Admin fee / account holder | $497 | $16,155-96.9% | $13,212-96.2% | $11,409-95.6% |