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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 | $199,109-92.0% | $173,730-90.8% | $154,746-89.7% |
| Participation rate | 92.3% | 82.8%+9.5pp | 79.6%+12.7pp | 80.7%+11.6pp |
| Annual return | 20.51% | 20.02%+0.5pp | 19.96%+0.6pp | 172.34%-151.8pp |
| Employer contribution / active EE | $414 | $5,311-92.2% | $4,577-91.0% | $4,379-90.5% |
| Participant deferral / active EE | $3,637 | $7,113-48.9% | $6,326-42.5% | $6,730-46.0% |
| Admin fee / account holder | $328 | $20,916-98.4% | $17,523-98.1% | $14,365-97.7% |