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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 | $10,198 | $91,559-88.9% | $133,978-92.4% | $79,856-87.2% |
| Participation rate | 93.3% | 73.3%+20.0pp | 79.8%+13.5pp | 69.6%+23.7pp |
| Annual return | 41.48% | 61.85%-20.4pp | 45.10%-3.6pp | 31.71%+9.8pp |
| Employer contribution / active EE | $413 | $2,384-82.7% | $3,919-89.5% | $2,471-83.3% |
| Participant deferral / active EE | $4,760 | $3,734+27.5% | $5,047-5.7% | $3,741+27.3% |
| Admin fee / account holder | $325 | $6,321-94.9% | $8,930-96.4% | $5,306-93.9% |