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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 | $24,290 | $201,370-87.9% | $184,256-86.8% | $145,897-83.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.56% | 29.05%-13.5pp | 28.85%-13.3pp | 552.29%-536.7pp |
| Employer contribution / active EE | $767 | $7,024-89.1% | $6,427-88.1% | $4,663-83.6% |
| Participant deferral / active EE | $6,439 | $9,808-34.4% | $9,133-29.5% | $6,689-3.7% |
| Admin fee / account holder | $1,005 | $16,364-93.9% | $13,899-92.8% | $13,390-92.5% |