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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 | $6,422 | $183,592-96.5% | $155,574-95.9% | $145,877-95.6% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 11.74% | 61.37%-49.6pp | 64.87%-53.1pp | 551.28%-539.5pp |
| Employer contribution / active EE | $911 | $5,317-82.9% | $4,676-80.5% | $4,663-80.5% |
| Participant deferral / active EE | $2,087 | $6,466-67.7% | $5,629-62.9% | $6,691-68.8% |
| Admin fee / account holder | $457 | $19,316-97.6% | $15,914-97.1% | $13,402-96.6% |