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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 | $19,540 | $103,392-81.1% | $87,104-77.6% | $152,897-87.2% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.9%+10.6pp | 82.5%+5.0pp |
| Annual return | 21.13% | 28.10%-7.0pp | 28.19%-7.1pp | 345.43%-324.3pp |
| Employer contribution / active EE | $538 | $3,221-83.3% | $2,521-78.6% | $4,764-88.7% |
| Participant deferral / active EE | $3,724 | $4,778-22.1% | $4,048-8.0% | $5,851-36.4% |
| Admin fee / account holder | $1,958 | $12,194-83.9% | $7,491-73.9% | $11,599-83.1% |