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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 | $13,652 | $154,228-91.1% | $145,433-90.6% | $137,256-90.1% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 18.80% | 74.59%-55.8pp | 66.58%-47.8pp | 220.34%-201.5pp |
| Employer contribution / active EE | $611 | $4,804-87.3% | $4,554-86.6% | $4,156-85.3% |
| Participant deferral / active EE | $3,492 | $8,216-57.5% | $7,897-55.8% | $6,407-45.5% |
| Admin fee / account holder | $1,186 | $14,344-91.7% | $13,129-91.0% | $12,270-90.3% |