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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 | $9,023 | $156,398-94.2% | $147,318-93.9% | $138,895-93.5% |
| Participation rate | 92.3% | 83.8%+8.6pp | 82.1%+10.2pp | 79.9%+12.4pp |
| Annual return | 17.13% | 78.75%-61.6pp | 70.43%-53.3pp | 145.39%-128.3pp |
| Employer contribution / active EE | $762 | $4,853-84.3% | $4,593-83.4% | $4,194-81.8% |
| Participant deferral / active EE | $4,011 | $8,237-51.3% | $7,906-49.3% | $6,396-37.3% |
| Admin fee / account holder | $321 | $14,976-97.9% | $13,708-97.7% | $12,562-97.4% |