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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 | $16,006 | $254,759-93.7% | $216,567-92.6% | $198,609-91.9% |
| Participation rate | 92.3% | 84.5%+7.8pp | 81.6%+10.7pp | 82.4%+9.9pp |
| Annual return | 20.51% | 10.04%+10.5pp | 12.94%+7.6pp | 202.70%-182.2pp |
| Employer contribution / active EE | $414 | $6,096-93.2% | $5,216-92.1% | $5,055-91.8% |
| Participant deferral / active EE | $3,637 | $6,948-47.7% | $6,191-41.3% | $6,977-47.9% |
| Admin fee / account holder | $328 | $26,311-98.8% | $21,981-98.5% | $19,030-98.3% |