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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 | $15,428 | $156,398-90.1% | $147,318-89.5% | $138,895-88.9% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 79.9%+7.6pp |
| Annual return | 22.27% | 78.75%-56.5pp | 70.43%-48.2pp | 145.39%-123.1pp |
| Employer contribution / active EE | $478 | $4,853-90.2% | $4,593-89.6% | $4,194-88.6% |
| Participant deferral / active EE | $2,690 | $8,237-67.3% | $7,906-66.0% | $6,396-57.9% |
| Admin fee / account holder | $709 | $14,976-95.3% | $13,708-94.8% | $12,562-94.4% |