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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 | $11,262 | $201,264-94.4% | $184,185-93.9% | $145,978-92.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.53% | 29.00%-13.5pp | 28.81%-13.3pp | 550.52%-535.0pp |
| Employer contribution / active EE | $1,024 | $7,021-85.4% | $6,426-84.1% | $4,662-78.0% |
| Participant deferral / active EE | $5,838 | $9,806-40.5% | $9,132-36.1% | $6,690-12.7% |
| Admin fee / account holder | $848 | $16,376-94.8% | $13,909-93.9% | $13,400-93.7% |