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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 | $17,929 | $154,209-88.4% | $130,062-86.2% | $139,487-87.1% |
| Participation rate | 94.7% | 82.0%+12.8pp | 78.5%+16.2pp | 80.3%+14.4pp |
| Annual return | 20.23% | 32.52%-12.3pp | -137.37%+157.6pp | 373.84%-353.6pp |
| Employer contribution / active EE | $438 | $5,292-91.7% | $4,322-89.9% | $4,755-90.8% |
| Participant deferral / active EE | $2,291 | $6,709-65.9% | $5,821-60.6% | $6,713-65.9% |
| Admin fee / account holder | $434 | $13,988-96.9% | $10,601-95.9% | $11,407-96.2% |