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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 | $7,065 | $174,379-95.9% | $152,093-95.4% | $138,895-94.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 22.42% | 74.86%-52.4pp | 66.36%-43.9pp | 145.39%-123.0pp |
| Employer contribution / active EE | $717 | $4,652-84.6% | $4,175-82.8% | $4,194-82.9% |
| Participant deferral / active EE | $1,928 | $6,159-68.7% | $5,451-64.6% | $6,396-69.9% |
| Admin fee / account holder | $1,248 | $16,880-92.6% | $14,497-91.4% | $12,562-90.1% |