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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 | $199,109-87.6% | $173,730-85.8% | $154,746-84.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 24.71% | 20.02%+4.7pp | 19.96%+4.8pp | 172.34%-147.6pp |
| Employer contribution / active EE | $493 | $5,311-90.7% | $4,577-89.2% | $4,379-88.7% |
| Participant deferral / active EE | $3,379 | $7,113-52.5% | $6,326-46.6% | $6,730-49.8% |
| Admin fee / account holder | $963 | $20,916-95.4% | $17,523-94.5% | $14,365-93.3% |