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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 | $21,125 | $88,672-76.2% | $105,223-79.9% | $82,448-74.4% |
| Participation rate | 93.3% | 67.9%+25.4pp | 75.0%+18.3pp | 68.1%+25.3pp |
| Annual return | 15.37% | 30.86%-15.5pp | 180.65%-165.3pp | 41.64%-26.3pp |
| Employer contribution / active EE | $736 | $3,048-75.9% | $3,689-80.0% | $2,551-71.2% |
| Participant deferral / active EE | $2,691 | $4,036-33.3% | $5,072-46.9% | $4,139-35.0% |
| Admin fee / account holder | $606 | $7,146-91.5% | $8,859-93.2% | $7,234-91.6% |