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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 | $17,918 | $201,344-91.1% | $184,243-90.3% | $145,877-87.7% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 14.26% | 29.01%-14.7pp | 28.82%-14.6pp | 551.28%-537.0pp |
| Employer contribution / active EE | $738 | $7,022-89.5% | $6,427-88.5% | $4,663-84.2% |
| Participant deferral / active EE | $3,461 | $9,807-64.7% | $9,132-62.1% | $6,691-48.3% |
| Admin fee / account holder | $331 | $16,382-98.0% | $13,914-97.6% | $13,402-97.5% |