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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 | $10,419 | $172,111-93.9% | $150,298-93.1% | $137,256-92.4% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 21.67% | 69.37%-47.7pp | 62.79%-41.1pp | 220.34%-198.7pp |
| Employer contribution / active EE | $618 | $4,636-86.7% | $4,154-85.1% | $4,156-85.1% |
| Participant deferral / active EE | $1,688 | $6,166-72.6% | $5,453-69.0% | $6,407-73.7% |
| Admin fee / account holder | $395 | $16,471-97.6% | $14,116-97.2% | $12,270-96.8% |