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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 | $13,867 | $155,555-91.1% | $146,866-90.6% | $155,188-91.1% |
| Participation rate | 81.8% | 84.0%-2.1pp | 82.5%-0.7pp | 80.8%+1.0pp |
| Annual return | 19.47% | 115.41%-95.9pp | 102.85%-83.4pp | 148.84%-129.4pp |
| Employer contribution / active EE | $401 | $4,647-91.4% | $4,425-90.9% | $4,248-90.6% |
| Participant deferral / active EE | $3,474 | $8,044-56.8% | $7,759-55.2% | $6,531-46.8% |
| Admin fee / account holder | $403 | $14,755-97.3% | $13,620-97.0% | $14,480-97.2% |