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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 | $8,457 | $185,312-95.4% | $161,489-94.8% | $154,746-94.5% |
| Participation rate | 76.9% | 82.5%-5.5pp | 78.7%-1.8pp | 80.7%-3.8pp |
| Annual return | 38.79% | 103.84%-65.1pp | 89.72%-50.9pp | 172.34%-133.6pp |
| Employer contribution / active EE | $593 | $4,769-87.6% | $4,268-86.1% | $4,379-86.5% |
| Participant deferral / active EE | $5,137 | $6,350-19.1% | $5,630-8.8% | $6,730-23.7% |
| Admin fee / account holder | $696 | $18,654-96.3% | $16,006-95.7% | $14,365-95.2% |