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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 | $14,980 | $104,251-85.6% | $91,004-83.5% | $147,585-89.9% |
| Participation rate | 93.3% | 78.2%+15.1pp | 75.6%+17.7pp | 82.8%+10.5pp |
| Annual return | 15.19% | 27.06%-11.9pp | 4.60%+10.6pp | 578.58%-563.4pp |
| Employer contribution / active EE | $301 | $3,116-90.3% | $2,456-87.7% | $4,876-93.8% |
| Participant deferral / active EE | $1,938 | $4,195-53.8% | $3,548-45.4% | $5,439-64.4% |
| Admin fee / account holder | $1,171 | $8,948-86.9% | $5,417-78.4% | $10,886-89.2% |