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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 | $201,372-87.8% | $184,260-86.7% | $145,884-83.2% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 15.08% | 29.04%-14.0pp | 28.84%-13.8pp | 551.85%-536.8pp |
| Employer contribution / active EE | $809 | $7,024-88.5% | $6,427-87.4% | $4,662-82.7% |
| Participant deferral / active EE | $6,347 | $9,808-35.3% | $9,133-30.5% | $6,690-5.1% |
| Admin fee / account holder | $456 | $16,362-97.2% | $13,898-96.7% | $13,392-96.6% |