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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 | $10,913 | $172,111-93.7% | $150,298-92.7% | $137,256-92.0% |
| Participation rate | 90.9% | 81.7%+9.2pp | 77.8%+13.1pp | 80.0%+10.9pp |
| Annual return | 45.52% | 69.37%-23.9pp | 62.79%-17.3pp | 220.34%-174.8pp |
| Employer contribution / active EE | $78 | $4,636-98.3% | $4,154-98.1% | $4,156-98.1% |
| Participant deferral / active EE | $6,797 | $6,166+10.2% | $5,453+24.6% | $6,407+6.1% |
| Admin fee / account holder | $553 | $16,471-96.6% | $14,116-96.1% | $12,270-95.5% |