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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 | $22,143 | $223,823-90.1% | $211,142-89.5% | $154,746-85.7% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 18.53% | 50.39%-31.9pp | 46.84%-28.3pp | 172.34%-153.8pp |
| Employer contribution / active EE | $1,318 | $6,787-80.6% | $6,442-79.5% | $4,379-69.9% |
| Participant deferral / active EE | $3,597 | $9,750-63.1% | $9,284-61.3% | $6,730-46.6% |
| Admin fee / account holder | $355 | $19,707-98.2% | $19,076-98.1% | $14,365-97.5% |