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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 | $10,949 | $185,312-94.1% | $161,489-93.2% | $154,746-92.9% |
| Participation rate | 84.6% | 82.5%+2.2pp | 78.7%+5.9pp | 80.7%+3.9pp |
| Annual return | 24.80% | 103.84%-79.0pp | 89.72%-64.9pp | 172.34%-147.5pp |
| Employer contribution / active EE | $932 | $4,769-80.5% | $4,268-78.2% | $4,379-78.7% |
| Participant deferral / active EE | $3,043 | $6,350-52.1% | $5,630-45.9% | $6,730-54.8% |
| Admin fee / account holder | $456 | $18,654-97.6% | $16,006-97.1% | $14,365-96.8% |