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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 | $7,687 | $166,242-95.4% | $165,071-95.3% | $145,884-94.7% |
| Participation rate | 93.3% | 82.0%+11.3pp | 78.6%+14.7pp | 80.3%+13.0pp |
| Annual return | 14.67% | 100.44%-85.8pp | 70.17%-55.5pp | 551.85%-537.2pp |
| Employer contribution / active EE | $996 | $5,283-81.2% | $4,347-77.1% | $4,662-78.6% |
| Participant deferral / active EE | $3,780 | $6,964-45.7% | $6,035-37.4% | $6,690-43.5% |
| Admin fee / account holder | $507 | $16,658-97.0% | $12,695-96.0% | $13,392-96.2% |