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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 | $2,193 | $172,111-98.7% | $150,298-98.5% | $137,256-98.4% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 31.73% | 69.37%-37.6pp | 62.79%-31.1pp | 220.34%-188.6pp |
| Employer contribution / active EE | $511 | $4,636-89.0% | $4,154-87.7% | $4,156-87.7% |
| Participant deferral / active EE | $2,251 | $6,166-63.5% | $5,453-58.7% | $6,407-64.9% |
| Admin fee / account holder | $2,974 | $16,471-81.9% | $14,116-78.9% | $12,270-75.8% |