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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 | $6,161 | $183,539-96.6% | $155,556-96.0% | $145,897-95.8% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 14.10% | 61.31%-47.2pp | 64.84%-50.7pp | 552.29%-538.2pp |
| Employer contribution / active EE | $878 | $5,315-83.5% | $4,675-81.2% | $4,663-81.2% |
| Participant deferral / active EE | $2,102 | $6,467-67.5% | $5,631-62.7% | $6,689-68.6% |
| Admin fee / account holder | $1,183 | $19,275-93.9% | $15,885-92.6% | $13,390-91.2% |