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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 | $9,443 | $174,379-94.6% | $152,093-93.8% | $138,895-93.2% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.8%-2.8pp | 79.9%-4.9pp |
| Annual return | 23.82% | 74.86%-51.0pp | 66.36%-42.5pp | 145.39%-121.6pp |
| Employer contribution / active EE | $879 | $4,652-81.1% | $4,175-79.0% | $4,194-79.1% |
| Participant deferral / active EE | $2,270 | $6,159-63.1% | $5,451-58.4% | $6,396-64.5% |
| Admin fee / account holder | $932 | $16,880-94.5% | $14,497-93.6% | $12,562-92.6% |