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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 | $8,134 | $212,386-96.2% | $199,883-95.9% | $138,895-94.1% |
| Participation rate | 93.3% | 87.4%+6.0pp | 86.8%+6.6pp | 79.9%+13.4pp |
| Annual return | 21.96% | 47.75%-25.8pp | 43.81%-21.9pp | 145.39%-123.4pp |
| Employer contribution / active EE | $824 | $6,625-87.6% | $6,261-86.8% | $4,194-80.4% |
| Participant deferral / active EE | $2,983 | $9,617-69.0% | $9,138-67.4% | $6,396-53.4% |
| Admin fee / account holder | $851 | $18,233-95.3% | $17,268-95.1% | $12,562-93.2% |