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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 | $16,120 | $156,398-89.7% | $147,318-89.1% | $138,895-88.4% |
| Participation rate | 91.3% | 83.8%+7.5pp | 82.1%+9.2pp | 79.9%+11.4pp |
| Annual return | 16.89% | 78.75%-61.9pp | 70.43%-53.5pp | 145.39%-128.5pp |
| Employer contribution / active EE | $239 | $4,853-95.1% | $4,593-94.8% | $4,194-94.3% |
| Participant deferral / active EE | $6,697 | $8,237-18.7% | $7,906-15.3% | $6,396+4.7% |
| Admin fee / account holder | $651 | $14,976-95.7% | $13,708-95.3% | $12,562-94.8% |