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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 | $14,488 | $183,516-92.1% | $155,534-90.7% | $145,884-90.1% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 9.84% | 61.43%-51.6pp | 64.92%-55.1pp | 551.85%-542.0pp |
| Employer contribution / active EE | $176 | $5,315-96.7% | $4,675-96.2% | $4,662-96.2% |
| Participant deferral / active EE | $2,220 | $6,467-65.7% | $5,630-60.6% | $6,690-66.8% |
| Admin fee / account holder | $1,566 | $19,293-91.9% | $15,900-90.2% | $13,392-88.3% |