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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 | $12,950 | $160,028-91.9% | $147,080-91.2% | $145,884-91.1% |
| Participation rate | 70.6% | 84.0%-13.4pp | 82.2%-11.6pp | 80.3%-9.7pp |
| Annual return | 16.40% | 98.60%-82.2pp | 420.17%-403.8pp | 551.85%-535.5pp |
| Employer contribution / active EE | $643 | $5,286-87.8% | $4,933-87.0% | $4,662-86.2% |
| Participant deferral / active EE | $3,122 | $8,422-62.9% | $8,066-61.3% | $6,690-53.3% |
| Admin fee / account holder | $830 | $15,030-94.5% | $12,989-93.6% | $13,392-93.8% |