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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 | $12,335 | $201,370-93.9% | $184,256-93.3% | $145,897-91.5% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 27.44% | 29.05%-1.6pp | 28.85%-1.4pp | 552.29%-524.8pp |
| Employer contribution / active EE | $552 | $7,024-92.1% | $6,427-91.4% | $4,663-88.2% |
| Participant deferral / active EE | $7,171 | $9,808-26.9% | $9,133-21.5% | $6,689+7.2% |
| Admin fee / account holder | $1,783 | $16,364-89.1% | $13,899-87.2% | $13,390-86.7% |