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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 | $7,291 | $175,257-95.8% | $149,717-95.1% | $139,456-94.8% |
| Participation rate | 78.6% | 83.4%-4.8pp | 78.8%-0.2pp | 80.3%-1.8pp |
| Annual return | 27.69% | 166.70%-139.0pp | 134.41%-106.7pp | 373.45%-345.8pp |
| Employer contribution / active EE | $831 | $5,477-84.8% | $4,820-82.8% | $4,753-82.5% |
| Participant deferral / active EE | $2,212 | $6,521-66.1% | $5,682-61.1% | $6,711-67.0% |
| Admin fee / account holder | $522 | $16,156-96.8% | $13,213-96.1% | $11,407-95.4% |