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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 | $13,130 | $202,440-93.5% | $169,390-92.2% | $139,466-90.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 26.96% | 532.36%-505.4pp | 406.07%-379.1pp | 373.66%-346.7pp |
| Employer contribution / active EE | $498 | $4,693-89.4% | $4,013-87.6% | $4,754-89.5% |
| Participant deferral / active EE | $1,505 | $6,940-78.3% | $6,222-75.8% | $6,712-77.6% |
| Admin fee / account holder | $341 | $10,722-96.8% | $9,015-96.2% | $11,409-97.0% |