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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 | $11,822 | $160,040-92.6% | $147,096-92.0% | $145,877-91.9% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 12.35% | 98.49%-86.1pp | 419.75%-407.4pp | 551.28%-538.9pp |
| Employer contribution / active EE | $477 | $5,289-91.0% | $4,936-90.3% | $4,663-89.8% |
| Participant deferral / active EE | $3,897 | $8,429-53.8% | $8,071-51.7% | $6,691-41.8% |
| Admin fee / account holder | $419 | $15,050-97.2% | $13,005-96.8% | $13,402-96.9% |