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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 | $8,572 | $161,352-94.7% | $134,172-93.6% | $137,256-93.8% |
| Participation rate | 93.8% | 78.3%+15.5pp | 72.5%+21.3pp | 80.0%+13.8pp |
| Annual return | 24.11% | 28.72%-4.6pp | 25.30%-1.2pp | 220.34%-196.2pp |
| Employer contribution / active EE | $727 | $4,099-82.3% | $3,420-78.7% | $4,156-82.5% |
| Participant deferral / active EE | $2,481 | $5,552-55.3% | $4,690-47.1% | $6,407-61.3% |
| Admin fee / account holder | $338 | $15,028-97.8% | $12,016-97.2% | $12,270-97.2% |