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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 | $14,685 | $86,294-83.0% | $111,303-86.8% | $85,856-82.9% |
| Participation rate | 84.0% | 73.3%+10.7pp | 77.3%+6.7pp | 69.3%+14.7pp |
| Annual return | 12.74% | 19.99%-7.2pp | 54.66%-41.9pp | 318.58%-305.8pp |
| Employer contribution / active EE | $425 | $2,043-79.2% | $2,731-84.4% | $2,565-83.4% |
| Participant deferral / active EE | $3,155 | $3,641-13.4% | $4,487-29.7% | $3,952-20.2% |
| Admin fee / account holder | $1,026 | $8,189-87.5% | $7,966-87.1% | $6,261-83.6% |