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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 | $13,896 | $89,259-84.4% | $107,187-87.0% | $82,637-83.2% |
| Participation rate | 89.4% | 67.9%+21.5pp | 75.0%+14.4pp | 68.1%+21.3pp |
| Annual return | 32.00% | 21.02%+11.0pp | 204.55%-172.5pp | 53.51%-21.5pp |
| Employer contribution / active EE | $472 | $3,080-84.7% | $3,782-87.5% | $2,552-81.5% |
| Participant deferral / active EE | $2,520 | $4,037-37.6% | $5,096-50.5% | $4,126-38.9% |
| Admin fee / account holder | $1,242 | $7,381-83.2% | $9,162-86.4% | $7,339-83.1% |