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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 | $10,868 | $148,582-92.7% | $135,942-92.0% | $139,456-92.2% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 18.99% | 79.26%-60.3pp | 68.28%-49.3pp | 373.45%-354.5pp |
| Employer contribution / active EE | $55 | $5,245-99.0% | $4,858-98.9% | $4,753-98.8% |
| Participant deferral / active EE | $8,798 | $8,101+8.6% | $7,759+13.4% | $6,711+31.1% |
| Admin fee / account holder | $1,821 | $12,402-85.3% | $10,764-83.1% | $11,407-84.0% |