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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 | $29,353 | $223,823-86.9% | $211,142-86.1% | $154,746-81.0% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 15.12% | 50.39%-35.3pp | 46.84%-31.7pp | 172.34%-157.2pp |
| Employer contribution / active EE | $913 | $6,787-86.6% | $6,442-85.8% | $4,379-79.2% |
| Participant deferral / active EE | $4,366 | $9,750-55.2% | $9,284-53.0% | $6,730-35.1% |
| Admin fee / account holder | $469 | $19,707-97.6% | $19,076-97.5% | $14,365-96.7% |