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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 | $7,421 | $112,729-93.4% | $98,716-92.5% | $137,256-94.6% |
| Participation rate | 90.9% | 74.2%+16.7pp | 69.3%+21.6pp | 80.0%+10.9pp |
| Annual return | 18.66% | 38.48%-19.8pp | 31.81%-13.2pp | 220.34%-201.7pp |
| Employer contribution / active EE | $433 | $2,725-84.1% | $2,279-81.0% | $4,156-89.6% |
| Participant deferral / active EE | $1,595 | $4,640-65.6% | $4,048-60.6% | $6,407-75.1% |
| Admin fee / account holder | $1,235 | $10,129-87.8% | $8,703-85.8% | $12,270-89.9% |