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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 | $13,736 | $129,737-89.4% | $119,126-88.5% | $154,746-91.1% |
| Participation rate | 90.9% | 78.9%+12.1pp | 75.8%+15.1pp | 80.7%+10.2pp |
| Annual return | 27.75% | 379.08%-351.3pp | 282.11%-254.4pp | 172.34%-144.6pp |
| Employer contribution / active EE | $603 | $4,375-86.2% | $4,034-85.1% | $4,379-86.2% |
| Participant deferral / active EE | $3,614 | $5,842-38.1% | $5,318-32.0% | $6,730-46.3% |
| Admin fee / account holder | $370 | $11,961-96.9% | $10,693-96.5% | $14,365-97.4% |