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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 | $14,453 | $154,228-90.6% | $145,433-90.1% | $137,256-89.5% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 23.08% | 74.59%-51.5pp | 66.58%-43.5pp | 220.34%-197.3pp |
| Employer contribution / active EE | $370 | $4,804-92.3% | $4,554-91.9% | $4,156-91.1% |
| Participant deferral / active EE | $7,924 | $8,216-3.6% | $7,897+0.3% | $6,407+23.7% |
| Admin fee / account holder | $2,418 | $14,344-83.1% | $13,129-81.6% | $12,270-80.3% |