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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 | $11,123 | $165,399-93.3% | $149,745-92.6% | $158,982-93.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.45% | 348.34%-333.9pp | 276.72%-262.3pp | 302.99%-288.5pp |
| Employer contribution / active EE | $598 | $5,105-88.3% | $4,646-87.1% | $4,763-87.4% |
| Participant deferral / active EE | $6,309 | $7,183-12.2% | $6,843-7.8% | $5,983+5.4% |
| Admin fee / account holder | $623 | $10,811-94.2% | $9,312-93.3% | $11,252-94.5% |