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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 | $12,601 | $201,370-93.7% | $184,256-93.2% | $145,897-91.4% |
| Participation rate | 84.6% | 87.5%-2.9pp | 86.8%-2.2pp | 80.3%+4.3pp |
| Annual return | 12.48% | 29.05%-16.6pp | 28.85%-16.4pp | 552.29%-539.8pp |
| Employer contribution / active EE | $1,426 | $7,024-79.7% | $6,427-77.8% | $4,663-69.4% |
| Participant deferral / active EE | $4,248 | $9,808-56.7% | $9,133-53.5% | $6,689-36.5% |
| Admin fee / account holder | $458 | $16,364-97.2% | $13,899-96.7% | $13,390-96.6% |