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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 | $1,928 | $172,111-98.9% | $150,298-98.7% | $137,256-98.6% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 100.66% | 69.37%+31.3pp | 62.79%+37.9pp | 220.34%-119.7pp |
| Employer contribution / active EE | $397 | $4,636-91.4% | $4,154-90.4% | $4,156-90.4% |
| Participant deferral / active EE | $1,907 | $6,166-69.1% | $5,453-65.0% | $6,407-70.2% |
| Admin fee / account holder | $353 | $16,471-97.9% | $14,116-97.5% | $12,270-97.1% |