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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 | $8,422 | $174,379-95.2% | $152,093-94.5% | $138,895-93.9% |
| Participation rate | 84.6% | 81.6%+3.0pp | 77.8%+6.8pp | 79.9%+4.7pp |
| Annual return | 19.15% | 74.86%-55.7pp | 66.36%-47.2pp | 145.39%-126.2pp |
| Employer contribution / active EE | $503 | $4,652-89.2% | $4,175-88.0% | $4,194-88.0% |
| Participant deferral / active EE | $2,443 | $6,159-60.3% | $5,451-55.2% | $6,396-61.8% |
| Admin fee / account holder | $1,531 | $16,880-90.9% | $14,497-89.4% | $12,562-87.8% |