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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 | $16,715 | $201,344-91.7% | $184,243-90.9% | $145,877-88.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.58% | 29.01%-11.4pp | 28.82%-11.2pp | 551.28%-533.7pp |
| Employer contribution / active EE | $819 | $7,022-88.3% | $6,427-87.3% | $4,663-82.4% |
| Participant deferral / active EE | $4,530 | $9,807-53.8% | $9,132-50.4% | $6,691-32.3% |
| Admin fee / account holder | $390 | $16,382-97.6% | $13,914-97.2% | $13,402-97.1% |