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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 | $10,864 | $172,111-93.7% | $150,298-92.8% | $137,256-92.1% |
| Participation rate | 77.8% | 81.7%-3.9pp | 77.8%0pp | 80.0%-2.2pp |
| Annual return | 17.52% | 69.37%-51.9pp | 62.79%-45.3pp | 220.34%-202.8pp |
| Employer contribution / active EE | $256 | $4,636-94.5% | $4,154-93.8% | $4,156-93.8% |
| Participant deferral / active EE | $2,426 | $6,166-60.7% | $5,453-55.5% | $6,407-62.1% |
| Admin fee / account holder | $1,828 | $16,471-88.9% | $14,116-87.0% | $12,270-85.1% |