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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 | $28,370 | $162,785-82.6% | $133,959-78.8% | $158,950-82.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 19.55% | 41.94%-22.4pp | 45.09%-25.5pp | 302.91%-283.4pp |
| Employer contribution / active EE | $727 | $4,975-85.4% | $3,919-81.4% | $4,762-84.7% |
| Participant deferral / active EE | $6,983 | $5,910+18.2% | $5,047+38.4% | $5,983+16.7% |
| Admin fee / account holder | $346 | $11,738-97.1% | $8,928-96.1% | $11,248-96.9% |