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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 | $11,278 | $154,228-92.7% | $145,433-92.2% | $137,256-91.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.74% | 74.59%-57.8pp | 66.58%-49.8pp | 220.34%-203.6pp |
| Employer contribution / active EE | $508 | $4,804-89.4% | $4,554-88.8% | $4,156-87.8% |
| Participant deferral / active EE | $4,469 | $8,216-45.6% | $7,897-43.4% | $6,407-30.2% |
| Admin fee / account holder | $311 | $14,344-97.8% | $13,129-97.6% | $12,270-97.5% |