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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 | $16,420 | $162,136-89.9% | $152,301-89.2% | $154,746-89.4% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 14.40% | 91.02%-76.6pp | 80.50%-66.1pp | 172.34%-157.9pp |
| Employer contribution / active EE | $593 | $4,890-87.9% | $4,624-87.2% | $4,379-86.5% |
| Participant deferral / active EE | $2,967 | $8,341-64.4% | $8,004-62.9% | $6,730-55.9% |
| Admin fee / account holder | $1,225 | $15,759-92.2% | $14,398-91.5% | $14,365-91.5% |