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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 | $20,677 | $162,821-87.3% | $133,978-84.6% | $158,982-87.0% |
| Participation rate | 94.7% | 83.2%+11.5pp | 79.8%+14.9pp | 82.0%+12.8pp |
| Annual return | 14.18% | 41.95%-27.8pp | 45.10%-30.9pp | 302.99%-288.8pp |
| Employer contribution / active EE | $592 | $4,976-88.1% | $3,919-84.9% | $4,763-87.6% |
| Participant deferral / active EE | $2,054 | $5,910-65.3% | $5,047-59.3% | $5,983-65.7% |
| Admin fee / account holder | $1,014 | $11,742-91.4% | $8,930-88.6% | $11,252-91.0% |