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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 | $8,254 | $110,410-92.5% | $102,437-91.9% | $145,897-94.3% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 24.01% | 24.85%-0.8pp | 24.95%-0.9pp | 552.29%-528.3pp |
| Employer contribution / active EE | $849 | $4,217-79.9% | $3,871-78.1% | $4,663-81.8% |
| Participant deferral / active EE | $3,424 | $5,622-39.1% | $5,060-32.3% | $6,689-48.8% |
| Admin fee / account holder | $1,589 | $9,745-83.7% | $8,388-81.1% | $13,390-88.1% |