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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 | $15,916 | $160,028-90.1% | $147,080-89.2% | $145,884-89.1% |
| Participation rate | 81.3% | 84.0%-2.8pp | 82.2%-0.9pp | 80.3%+0.9pp |
| Annual return | 13.30% | 98.60%-85.3pp | 420.17%-406.9pp | 551.85%-538.5pp |
| Employer contribution / active EE | $385 | $5,286-92.7% | $4,933-92.2% | $4,662-91.7% |
| Participant deferral / active EE | $3,566 | $8,422-57.7% | $8,066-55.8% | $6,690-46.7% |
| Admin fee / account holder | $329 | $15,030-97.8% | $12,989-97.5% | $13,392-97.5% |