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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 | $26,190 | $199,109-86.8% | $173,730-84.9% | $154,746-83.1% |
| Participation rate | 95.2% | 82.8%+12.4pp | 79.6%+15.7pp | 80.7%+14.5pp |
| Annual return | 19.96% | 20.02%-0.1pp | 19.96%0pp | 172.34%-152.4pp |
| Employer contribution / active EE | $982 | $5,311-81.5% | $4,577-78.6% | $4,379-77.6% |
| Participant deferral / active EE | $4,265 | $7,113-40.0% | $6,326-32.6% | $6,730-36.6% |
| Admin fee / account holder | $585 | $20,916-97.2% | $17,523-96.7% | $14,365-95.9% |