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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 | $11,788 | $124,425-90.5% | $112,040-89.5% | $137,256-91.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 19.69% | 24.72%-5.0pp | 24.52%-4.8pp | 220.34%-200.7pp |
| Employer contribution / active EE | $458 | $3,411-86.6% | $2,954-84.5% | $4,156-89.0% |
| Participant deferral / active EE | $3,452 | $5,718-39.6% | $5,098-32.3% | $6,407-46.1% |
| Admin fee / account holder | $548 | $15,207-96.4% | $12,098-95.5% | $12,270-95.5% |