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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 | $8,768 | $172,111-94.9% | $150,298-94.2% | $137,256-93.6% |
| Participation rate | 70.0% | 81.7%-11.7pp | 77.8%-7.8pp | 80.0%-10.0pp |
| Annual return | 19.97% | 69.37%-49.4pp | 62.79%-42.8pp | 220.34%-200.4pp |
| Employer contribution / active EE | $459 | $4,636-90.1% | $4,154-89.0% | $4,156-89.0% |
| Participant deferral / active EE | $3,562 | $6,166-42.2% | $5,453-34.7% | $6,407-44.4% |
| Admin fee / account holder | $1,458 | $16,471-91.2% | $14,116-89.7% | $12,270-88.1% |