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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 | $8,461 | $148,623-94.3% | $135,974-93.8% | $139,466-93.9% |
| Participation rate | 86.7% | 83.9%+2.8pp | 81.9%+4.7pp | 80.3%+6.3pp |
| Annual return | 78.46% | 79.30%-0.8pp | 68.30%+10.2pp | 373.66%-295.2pp |
| Employer contribution / active EE | $674 | $5,246-87.2% | $4,859-86.1% | $4,754-85.8% |
| Participant deferral / active EE | $3,049 | $8,103-62.4% | $7,760-60.7% | $6,712-54.6% |
| Admin fee / account holder | $654 | $12,406-94.7% | $10,767-93.9% | $11,409-94.3% |