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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 | $14,607 | $201,370-92.7% | $184,256-92.1% | $145,897-90.0% |
| Participation rate | 86.7% | 87.5%-0.8pp | 86.8%-0.2pp | 80.3%+6.4pp |
| Annual return | 15.49% | 29.05%-13.6pp | 28.85%-13.4pp | 552.29%-536.8pp |
| Employer contribution / active EE | $1,185 | $7,024-83.1% | $6,427-81.6% | $4,663-74.6% |
| Participant deferral / active EE | $4,539 | $9,808-53.7% | $9,133-50.3% | $6,689-32.2% |
| Admin fee / account holder | $2,000 | $16,364-87.8% | $13,899-85.6% | $13,390-85.1% |