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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 | $6,516 | $175,231-96.3% | $149,696-95.6% | $139,466-95.3% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 19.92% | 166.77%-146.8pp | 134.46%-114.5pp | 373.66%-353.7pp |
| Employer contribution / active EE | $902 | $5,478-83.5% | $4,821-81.3% | $4,754-81.0% |
| Participant deferral / active EE | $2,087 | $6,521-68.0% | $5,682-63.3% | $6,712-68.9% |
| Admin fee / account holder | $1,161 | $16,155-92.8% | $13,212-91.2% | $11,409-89.8% |