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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 | $21,647 | $201,344-89.2% | $184,243-88.3% | $145,877-85.2% |
| Participation rate | 90.9% | 87.5%+3.4pp | 86.8%+4.1pp | 80.3%+10.6pp |
| Annual return | 13.43% | 29.01%-15.6pp | 28.82%-15.4pp | 551.28%-537.9pp |
| Employer contribution / active EE | $1,327 | $7,022-81.1% | $6,427-79.3% | $4,663-71.5% |
| Participant deferral / active EE | $3,379 | $9,807-65.5% | $9,132-63.0% | $6,691-49.5% |
| Admin fee / account holder | $1,603 | $16,382-90.2% | $13,914-88.5% | $13,402-88.0% |