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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 | $7,556 | $172,111-95.6% | $150,298-95.0% | $137,256-94.5% |
| Participation rate | 82.4% | 81.7%+0.6pp | 77.8%+4.6pp | 80.0%+2.4pp |
| Annual return | 20.02% | 69.37%-49.4pp | 62.79%-42.8pp | 220.34%-200.3pp |
| Employer contribution / active EE | $405 | $4,636-91.3% | $4,154-90.3% | $4,156-90.3% |
| Participant deferral / active EE | $1,786 | $6,166-71.0% | $5,453-67.2% | $6,407-72.1% |
| Admin fee / account holder | $706 | $16,471-95.7% | $14,116-95.0% | $12,270-94.2% |