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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 | $12,056 | $166,242-92.7% | $165,071-92.7% | $145,884-91.7% |
| Participation rate | 70.6% | 82.0%-11.4pp | 78.6%-8.0pp | 80.3%-9.7pp |
| Annual return | 13.01% | 100.44%-87.4pp | 70.17%-57.2pp | 551.85%-538.8pp |
| Employer contribution / active EE | $950 | $5,283-82.0% | $4,347-78.1% | $4,662-79.6% |
| Participant deferral / active EE | $2,683 | $6,964-61.5% | $6,035-55.6% | $6,690-59.9% |
| Admin fee / account holder | $381 | $16,658-97.7% | $12,695-97.0% | $13,392-97.2% |