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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 | $7,421 | $124,980-94.1% | $108,359-93.2% | $154,746-95.2% |
| Participation rate | 90.9% | 75.2%+15.7pp | 70.1%+20.8pp | 80.7%+10.2pp |
| Annual return | 18.66% | 45.00%-26.3pp | 36.89%-18.2pp | 172.34%-153.7pp |
| Employer contribution / active EE | $433 | $2,851-84.8% | $2,399-82.0% | $4,379-90.1% |
| Participant deferral / active EE | $1,595 | $4,743-66.4% | $4,137-61.5% | $6,730-76.3% |
| Admin fee / account holder | $1,235 | $11,502-89.3% | $9,741-87.3% | $14,365-91.4% |