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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 | $8,830 | $211,288-95.8% | $178,540-95.1% | $145,884-93.9% |
| Participation rate | 72.2% | 80.8%-8.6pp | 77.1%-4.9pp | 80.3%-8.1pp |
| Annual return | 10.06% | 30.27%-20.2pp | 27.15%-17.1pp | 551.85%-541.8pp |
| Employer contribution / active EE | $234 | $4,574-94.9% | $3,953-94.1% | $4,662-95.0% |
| Participant deferral / active EE | $1,575 | $6,967-77.4% | $6,281-74.9% | $6,690-76.5% |
| Admin fee / account holder | $1,501 | $12,105-87.6% | $10,424-85.6% | $13,392-88.8% |