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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 | $7,059 | $201,372-96.5% | $184,260-96.2% | $145,884-95.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.15% | 29.04%-15.9pp | 28.84%-15.7pp | 551.85%-538.7pp |
| Employer contribution / active EE | $677 | $7,024-90.4% | $6,427-89.5% | $4,662-85.5% |
| Participant deferral / active EE | $3,912 | $9,808-60.1% | $9,133-57.2% | $6,690-41.5% |
| Admin fee / account holder | $634 | $16,362-96.1% | $13,898-95.4% | $13,392-95.3% |