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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 | $13,342 | $175,259-92.4% | $149,723-91.1% | $139,487-90.4% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.4pp | 80.3%-8.9pp |
| Annual return | 14.83% | 166.82%-152.0pp | 134.50%-119.7pp | 373.84%-359.0pp |
| Employer contribution / active EE | $612 | $5,478-88.8% | $4,821-87.3% | $4,755-87.1% |
| Participant deferral / active EE | $2,619 | $6,522-59.8% | $5,682-53.9% | $6,713-61.0% |
| Admin fee / account holder | $633 | $16,158-96.1% | $13,215-95.2% | $11,407-94.4% |