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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 | $4,960 | $148,629-96.7% | $135,982-96.4% | $139,487-96.4% |
| Participation rate | 84.2% | 83.9%+0.3pp | 81.9%+2.3pp | 80.3%+3.9pp |
| Annual return | 19.50% | 79.33%-59.8pp | 68.32%-48.8pp | 373.84%-354.3pp |
| Employer contribution / active EE | $195 | $5,247-96.3% | $4,859-96.0% | $4,755-95.9% |
| Participant deferral / active EE | $3,206 | $8,102-60.4% | $7,760-58.7% | $6,713-52.2% |
| Admin fee / account holder | $1,139 | $12,406-90.8% | $10,767-89.4% | $11,407-90.0% |