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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 | $4,763 | $174,379-97.3% | $152,093-96.9% | $138,895-96.6% |
| Participation rate | 94.7% | 81.6%+13.1pp | 77.8%+17.0pp | 79.9%+14.8pp |
| Annual return | 23.24% | 74.86%-51.6pp | 66.36%-43.1pp | 145.39%-122.2pp |
| Employer contribution / active EE | $552 | $4,652-88.1% | $4,175-86.8% | $4,194-86.8% |
| Participant deferral / active EE | $2,643 | $6,159-57.1% | $5,451-51.5% | $6,396-58.7% |
| Admin fee / account holder | $1,072 | $16,880-93.6% | $14,497-92.6% | $12,562-91.5% |