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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 | $15,366 | $88,672-82.7% | $105,223-85.4% | $82,448-81.4% |
| Participation rate | 96.6% | 67.9%+28.6pp | 75.0%+21.5pp | 68.1%+28.5pp |
| Annual return | 20.93% | 30.86%-9.9pp | 180.65%-159.7pp | 41.64%-20.7pp |
| Employer contribution / active EE | $717 | $3,048-76.5% | $3,689-80.6% | $2,551-71.9% |
| Participant deferral / active EE | $13,543 | $4,036+235.6% | $5,072+167.0% | $4,139+227.2% |
| Admin fee / account holder | $929 | $7,146-87.0% | $8,859-89.5% | $7,234-87.2% |