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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 | $162,136-93.0% | $152,301-92.6% | $154,746-92.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.74% | 91.02%-74.3pp | 80.50%-63.8pp | 172.34%-155.6pp |
| Employer contribution / active EE | $508 | $4,890-89.6% | $4,624-89.0% | $4,379-88.4% |
| Participant deferral / active EE | $4,469 | $8,341-46.4% | $8,004-44.2% | $6,730-33.6% |
| Admin fee / account holder | $311 | $15,759-98.0% | $14,398-97.8% | $14,365-97.8% |