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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 | $7,789 | $106,267-92.7% | $96,520-91.9% | $139,456-94.4% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 348.86% | 38.45%+310.4pp | 35.72%+313.1pp | 373.45%-24.6pp |
| Employer contribution / active EE | $721 | $4,105-82.4% | $3,739-80.7% | $4,753-84.8% |
| Participant deferral / active EE | $1,670 | $5,454-69.4% | $4,879-65.8% | $6,711-75.1% |
| Admin fee / account holder | $333 | $7,882-95.8% | $6,733-95.1% | $11,407-97.1% |