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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 | $8,600 | $211,288-95.9% | $178,540-95.2% | $145,884-94.1% |
| Participation rate | 90.5% | 80.8%+9.7pp | 77.1%+13.4pp | 80.3%+10.2pp |
| Annual return | 13.46% | 30.27%-16.8pp | 27.15%-13.7pp | 551.85%-538.4pp |
| Employer contribution / active EE | $370 | $4,574-91.9% | $3,953-90.6% | $4,662-92.1% |
| Participant deferral / active EE | $2,443 | $6,967-64.9% | $6,281-61.1% | $6,690-63.5% |
| Admin fee / account holder | $738 | $12,105-93.9% | $10,424-92.9% | $13,392-94.5% |