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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 | $162,136-91.1% | $152,301-90.5% | $154,746-90.7% |
| Participation rate | 71.4% | 84.1%-12.7pp | 82.4%-11.0pp | 80.7%-9.3pp |
| Annual return | 23.08% | 91.02%-67.9pp | 80.50%-57.4pp | 172.34%-149.3pp |
| Employer contribution / active EE | $370 | $4,890-92.4% | $4,624-92.0% | $4,379-91.6% |
| Participant deferral / active EE | $7,924 | $8,341-5.0% | $8,004-1.0% | $6,730+17.7% |
| Admin fee / account holder | $2,418 | $15,759-84.7% | $14,398-83.2% | $14,365-83.2% |