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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 | $24,534 | $201,344-87.8% | $184,243-86.7% | $145,877-83.2% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 15.08% | 29.01%-13.9pp | 28.82%-13.7pp | 551.28%-536.2pp |
| Employer contribution / active EE | $809 | $7,022-88.5% | $6,427-87.4% | $4,663-82.7% |
| Participant deferral / active EE | $6,347 | $9,807-35.3% | $9,132-30.5% | $6,691-5.1% |
| Admin fee / account holder | $456 | $16,382-97.2% | $13,914-96.7% | $13,402-96.6% |