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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 | $12,428 | $99,994-87.6% | $146,643-91.5% | $85,847-85.5% |
| Participation rate | 96.4% | 73.1%+23.3pp | 80.1%+16.3pp | 69.3%+27.0pp |
| Annual return | 25.66% | 18.93%+6.7pp | 22.75%+2.9pp | 318.61%-292.9pp |
| Employer contribution / active EE | $427 | $2,559-83.3% | $4,137-89.7% | $2,565-83.3% |
| Participant deferral / active EE | $4,714 | $4,006+17.7% | $5,506-14.4% | $3,952+19.3% |
| Admin fee / account holder | $684 | $7,703-91.1% | $10,280-93.3% | $6,261-89.1% |