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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 | $7,928 | $183,539-95.7% | $155,556-94.9% | $145,897-94.6% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 13.47% | 61.31%-47.8pp | 64.84%-51.4pp | 552.29%-538.8pp |
| Employer contribution / active EE | $709 | $5,315-86.7% | $4,675-84.8% | $4,663-84.8% |
| Participant deferral / active EE | $2,306 | $6,467-64.3% | $5,631-59.1% | $6,689-65.5% |
| Admin fee / account holder | $1,720 | $19,275-91.1% | $15,885-89.2% | $13,390-87.2% |