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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 | $9,762 | $148,623-93.4% | $135,974-92.8% | $139,466-93.0% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 26.05% | 79.30%-53.2pp | 68.30%-42.3pp | 373.66%-347.6pp |
| Employer contribution / active EE | $765 | $5,246-85.4% | $4,859-84.3% | $4,754-83.9% |
| Participant deferral / active EE | $3,032 | $8,103-62.6% | $7,760-60.9% | $6,712-54.8% |
| Admin fee / account holder | $906 | $12,406-92.7% | $10,767-91.6% | $11,409-92.1% |