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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 | $18,563 | $156,616-88.1% | $133,346-86.1% | $198,609-90.7% |
| Participation rate | 87.5% | 77.7%+9.8pp | 72.8%+14.7pp | 82.4%+5.1pp |
| Annual return | 22.77% | 44.25%-21.5pp | 36.85%-14.1pp | 202.70%-179.9pp |
| Employer contribution / active EE | $531 | $3,368-84.2% | $2,853-81.4% | $5,055-89.5% |
| Participant deferral / active EE | $3,170 | $4,920-35.6% | $4,332-26.8% | $6,977-54.6% |
| Admin fee / account holder | $361 | $17,468-97.9% | $14,264-97.5% | $19,030-98.1% |