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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 | $183,539-96.5% | $155,556-95.9% | $145,897-95.6% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 11.74% | 61.31%-49.6pp | 64.84%-53.1pp | 552.29%-540.6pp |
| Employer contribution / active EE | $911 | $5,315-82.9% | $4,675-80.5% | $4,663-80.5% |
| Participant deferral / active EE | $2,087 | $6,467-67.7% | $5,631-62.9% | $6,689-68.8% |
| Admin fee / account holder | $457 | $19,275-97.6% | $15,885-97.1% | $13,390-96.6% |