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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 | $9,985 | $185,312-94.6% | $161,489-93.8% | $154,746-93.5% |
| Participation rate | 73.3% | 82.5%-9.1pp | 78.7%-5.4pp | 80.7%-7.4pp |
| Annual return | 20.03% | 103.84%-83.8pp | 89.72%-69.7pp | 172.34%-152.3pp |
| Employer contribution / active EE | $979 | $4,769-79.5% | $4,268-77.1% | $4,379-77.6% |
| Participant deferral / active EE | $2,074 | $6,350-67.3% | $5,630-63.2% | $6,730-69.2% |
| Admin fee / account holder | $749 | $18,654-96.0% | $16,006-95.3% | $14,365-94.8% |