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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 | $9,463 | $138,312-93.2% | $122,979-92.3% | $155,188-93.9% |
| Participation rate | 85.7% | 80.2%+5.5pp | 77.2%+8.5pp | 80.8%+4.9pp |
| Annual return | 14.44% | 22.06%-7.6pp | 20.12%-5.7pp | 148.84%-134.4pp |
| Employer contribution / active EE | $767 | $3,530-78.3% | $3,062-74.9% | $4,248-81.9% |
| Participant deferral / active EE | $2,475 | $5,592-55.7% | $5,003-50.5% | $6,531-62.1% |
| Admin fee / account holder | $356 | $15,089-97.6% | $12,864-97.2% | $14,480-97.5% |