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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 | $174,379-95.2% | $152,093-94.4% | $138,895-93.9% |
| Participation rate | 76.9% | 81.6%-4.7pp | 77.8%-0.8pp | 79.9%-3.0pp |
| Annual return | 38.79% | 74.86%-36.1pp | 66.36%-27.6pp | 145.39%-106.6pp |
| Employer contribution / active EE | $593 | $4,652-87.2% | $4,175-85.8% | $4,194-85.9% |
| Participant deferral / active EE | $5,137 | $6,159-16.6% | $5,451-5.8% | $6,396-19.7% |
| Admin fee / account holder | $696 | $16,880-95.9% | $14,497-95.2% | $12,562-94.5% |