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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 | $11,090 | $154,228-92.8% | $145,433-92.4% | $137,256-91.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.48% | 74.59%-57.1pp | 66.58%-49.1pp | 220.34%-202.9pp |
| Employer contribution / active EE | $588 | $4,804-87.8% | $4,554-87.1% | $4,156-85.9% |
| Participant deferral / active EE | $3,881 | $8,216-52.8% | $7,897-50.9% | $6,407-39.4% |
| Admin fee / account holder | $525 | $14,344-96.3% | $13,129-96.0% | $12,270-95.7% |