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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 | $15,733 | $171,492-90.8% | $150,734-89.6% | $198,609-92.1% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 16.18% | 804.70%-788.5pp | 600.81%-584.6pp | 202.70%-186.5pp |
| Employer contribution / active EE | $764 | $5,470-86.0% | $4,918-84.5% | $5,055-84.9% |
| Participant deferral / active EE | $3,248 | $6,259-48.1% | $5,610-42.1% | $6,977-53.5% |
| Admin fee / account holder | $4,617 | $17,628-73.8% | $14,905-69.0% | $19,030-75.7% |