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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 | $3,144 | $172,111-98.2% | $150,298-97.9% | $137,256-97.7% |
| Participation rate | 94.7% | 81.7%+13.0pp | 77.8%+17.0pp | 80.0%+14.8pp |
| Annual return | 39.47% | 69.37%-29.9pp | 62.79%-23.3pp | 220.34%-180.9pp |
| Employer contribution / active EE | $565 | $4,636-87.8% | $4,154-86.4% | $4,156-86.4% |
| Participant deferral / active EE | $1,772 | $6,166-71.3% | $5,453-67.5% | $6,407-72.3% |
| Admin fee / account holder | $482 | $16,471-97.1% | $14,116-96.6% | $12,270-96.1% |