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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 | $201,370-91.1% | $184,256-90.3% | $145,897-87.7% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 14.26% | 29.05%-14.8pp | 28.85%-14.6pp | 552.29%-538.0pp |
| Employer contribution / active EE | $738 | $7,024-89.5% | $6,427-88.5% | $4,663-84.2% |
| Participant deferral / active EE | $3,461 | $9,808-64.7% | $9,133-62.1% | $6,689-48.3% |
| Admin fee / account holder | $331 | $16,364-98.0% | $13,899-97.6% | $13,390-97.5% |