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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 | $4,235 | $211,224-98.0% | $178,505-97.6% | $145,897-97.1% |
| Participation rate | 81.0% | 80.8%+0.1pp | 77.1%+3.8pp | 80.3%+0.6pp |
| Annual return | 17.39% | 30.28%-12.9pp | 27.16%-9.8pp | 552.29%-534.9pp |
| Employer contribution / active EE | $400 | $4,577-91.3% | $3,955-89.9% | $4,663-91.4% |
| Participant deferral / active EE | $1,443 | $6,966-79.3% | $6,280-77.0% | $6,689-78.4% |
| Admin fee / account holder | $550 | $12,109-95.5% | $10,428-94.7% | $13,390-95.9% |