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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 | $7,147 | $171,272-95.8% | $127,803-94.4% | $152,897-95.3% |
| Participation rate | 93.8% | 83.5%+10.3pp | 79.0%+14.7pp | 82.5%+11.3pp |
| Annual return | 21.74% | 23.54%-1.8pp | 26.14%-4.4pp | 345.43%-323.7pp |
| Employer contribution / active EE | $938 | $5,451-82.8% | $4,576-79.5% | $4,764-80.3% |
| Participant deferral / active EE | $3,248 | $7,043-53.9% | $6,023-46.1% | $5,851-44.5% |
| Admin fee / account holder | $1,061 | $14,540-92.7% | $9,399-88.7% | $11,599-90.9% |