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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 | $12,216 | $254,759-95.2% | $216,567-94.4% | $198,609-93.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 18.56% | 10.04%+8.5pp | 12.94%+5.6pp | 202.70%-184.1pp |
| Employer contribution / active EE | $1,407 | $6,096-76.9% | $5,216-73.0% | $5,055-72.2% |
| Participant deferral / active EE | $3,255 | $6,948-53.2% | $6,191-47.4% | $6,977-53.4% |
| Admin fee / account holder | $541 | $26,311-97.9% | $21,981-97.5% | $19,030-97.2% |