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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 | $185,312-94.1% | $161,489-93.2% | $154,746-92.9% |
| Participation rate | 90.9% | 82.5%+8.4pp | 78.7%+12.2pp | 80.7%+10.2pp |
| Annual return | 45.52% | 103.84%-58.3pp | 89.72%-44.2pp | 172.34%-126.8pp |
| Employer contribution / active EE | $78 | $4,769-98.4% | $4,268-98.2% | $4,379-98.2% |
| Participant deferral / active EE | $6,797 | $6,350+7.0% | $5,630+20.7% | $6,730+1.0% |
| Admin fee / account holder | $553 | $18,654-97.0% | $16,006-96.5% | $14,365-96.2% |