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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 | $17,037 | $165,381-89.7% | $149,730-88.6% | $158,966-89.3% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 35.65% | 348.29%-312.6pp | 276.70%-241.1pp | 302.95%-267.3pp |
| Employer contribution / active EE | $628 | $5,104-87.7% | $4,645-86.5% | $4,762-86.8% |
| Participant deferral / active EE | $3,358 | $7,182-53.2% | $6,843-50.9% | $5,983-43.9% |
| Admin fee / account holder | $514 | $10,809-95.2% | $9,310-94.5% | $11,250-95.4% |