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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 | $4,575 | $114,119-96.0% | $107,187-95.7% | $138,895-96.7% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 79.9%+5.8pp |
| Annual return | 19.78% | 273.21%-253.4pp | 204.55%-184.8pp | 145.39%-125.6pp |
| Employer contribution / active EE | $570 | $4,059-86.0% | $3,782-84.9% | $4,194-86.4% |
| Participant deferral / active EE | $1,826 | $5,538-67.0% | $5,096-64.2% | $6,396-71.4% |
| Admin fee / account holder | $908 | $10,024-90.9% | $9,162-90.1% | $12,562-92.8% |