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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 | $24,699 | $254,759-90.3% | $216,567-88.6% | $198,609-87.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 24.71% | 10.04%+14.7pp | 12.94%+11.8pp | 202.70%-178.0pp |
| Employer contribution / active EE | $493 | $6,096-91.9% | $5,216-90.5% | $5,055-90.2% |
| Participant deferral / active EE | $3,379 | $6,948-51.4% | $6,191-45.4% | $6,977-51.6% |
| Admin fee / account holder | $963 | $26,311-96.3% | $21,981-95.6% | $19,030-94.9% |