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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 | $12,379 | $178,174-93.1% | $156,181-92.1% | $137,256-91.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 65.14% | 84.19%-19.0pp | 64.87%+0.3pp | 220.34%-155.2pp |
| Employer contribution / active EE | $307 | $4,972-93.8% | $4,294-92.8% | $4,156-92.6% |
| Participant deferral / active EE | $3,917 | $6,888-43.1% | $6,132-36.1% | $6,407-38.9% |
| Admin fee / account holder | $1,826 | $17,404-89.5% | $14,586-87.5% | $12,270-85.1% |