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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 | $18,160 | $117,846-84.6% | $102,434-82.3% | $145,884-87.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.15% | 31.90%-17.7pp | 29.46%-15.3pp | 551.85%-537.7pp |
| Employer contribution / active EE | $608 | $3,615-83.2% | $3,023-79.9% | $4,662-87.0% |
| Participant deferral / active EE | $4,807 | $5,733-16.2% | $5,055-4.9% | $6,690-28.1% |
| Admin fee / account holder | $702 | $13,356-94.7% | $9,462-92.6% | $13,392-94.8% |