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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 | $14,922 | $199,109-92.5% | $173,730-91.4% | $154,746-90.4% |
| Participation rate | 72.7% | 82.8%-10.1pp | 79.6%-6.8pp | 80.7%-8.0pp |
| Annual return | 9.15% | 20.02%-10.9pp | 19.96%-10.8pp | 172.34%-163.2pp |
| Employer contribution / active EE | $826 | $5,311-84.4% | $4,577-82.0% | $4,379-81.1% |
| Participant deferral / active EE | $2,279 | $7,113-68.0% | $6,326-64.0% | $6,730-66.1% |
| Admin fee / account holder | $494 | $20,916-97.6% | $17,523-97.2% | $14,365-96.6% |