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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 | $16,137 | $165,399-90.2% | $149,745-89.2% | $158,982-89.8% |
| Participation rate | 82.4% | 84.6%-2.2pp | 82.5%-0.1pp | 82.0%+0.4pp |
| Annual return | 18.26% | 348.34%-330.1pp | 276.72%-258.5pp | 302.99%-284.7pp |
| Employer contribution / active EE | $676 | $5,105-86.8% | $4,646-85.5% | $4,763-85.8% |
| Participant deferral / active EE | $4,276 | $7,183-40.5% | $6,843-37.5% | $5,983-28.5% |
| Admin fee / account holder | $665 | $10,811-93.8% | $9,312-92.9% | $11,252-94.1% |