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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 | $9,410 | $166,089-94.3% | $164,928-94.3% | $145,978-93.6% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 12.73% | 100.26%-87.5pp | 70.08%-57.4pp | 550.52%-537.8pp |
| Employer contribution / active EE | $937 | $5,276-82.2% | $4,343-78.4% | $4,662-79.9% |
| Participant deferral / active EE | $2,454 | $6,961-64.8% | $6,034-59.3% | $6,690-63.3% |
| Admin fee / account holder | $758 | $16,641-95.4% | $12,684-94.0% | $13,400-94.3% |