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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 | $7,913 | $110,337-92.8% | $102,383-92.3% | $145,877-94.6% |
| Participation rate | 76.5% | 77.9%-1.5pp | 74.5%+2.0pp | 80.3%-3.8pp |
| Annual return | 10.66% | 24.83%-14.2pp | 24.94%-14.3pp | 551.28%-540.6pp |
| Employer contribution / active EE | $834 | $4,216-80.2% | $3,870-78.5% | $4,663-82.1% |
| Participant deferral / active EE | $1,789 | $5,621-68.2% | $5,060-64.6% | $6,691-73.3% |
| Admin fee / account holder | $1,608 | $9,750-83.5% | $8,391-80.8% | $13,402-88.0% |