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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 | $129,737-87.9% | $119,126-86.8% | $154,746-89.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 16.18% | 379.08%-362.9pp | 282.11%-265.9pp | 172.34%-156.2pp |
| Employer contribution / active EE | $764 | $4,375-82.5% | $4,034-81.1% | $4,379-82.5% |
| Participant deferral / active EE | $3,248 | $5,842-44.4% | $5,318-38.9% | $6,730-51.7% |
| Admin fee / account holder | $4,617 | $11,961-61.4% | $10,693-56.8% | $14,365-67.9% |