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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 | $8,565 | $129,737-93.4% | $119,126-92.8% | $154,746-94.5% |
| Participation rate | 82.6% | 78.9%+3.8pp | 75.8%+6.8pp | 80.7%+1.9pp |
| Annual return | 23.09% | 379.08%-356.0pp | 282.11%-259.0pp | 172.34%-149.2pp |
| Employer contribution / active EE | $760 | $4,375-82.6% | $4,034-81.2% | $4,379-82.7% |
| Participant deferral / active EE | $2,126 | $5,842-63.6% | $5,318-60.0% | $6,730-68.4% |
| Admin fee / account holder | $557 | $11,961-95.3% | $10,693-94.8% | $14,365-96.1% |