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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 | $213,785-92.5% | $185,441-91.4% | $155,188-89.7% |
| Participation rate | 92.3% | 83.2%+9.1pp | 80.3%+12.0pp | 80.8%+11.5pp |
| Annual return | 20.51% | 19.97%+0.5pp | 20.16%+0.3pp | 148.84%-128.3pp |
| Employer contribution / active EE | $414 | $5,393-92.3% | $4,672-91.1% | $4,248-90.2% |
| Participant deferral / active EE | $3,637 | $6,864-47.0% | $6,152-40.9% | $6,531-44.3% |
| Admin fee / account holder | $328 | $21,134-98.4% | $17,890-98.2% | $14,480-97.7% |