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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 | $13,993 | $223,823-93.7% | $211,142-93.4% | $154,746-91.0% |
| Participation rate | 93.8% | 87.9%+5.9pp | 87.3%+6.5pp | 80.7%+13.0pp |
| Annual return | 18.62% | 50.39%-31.8pp | 46.84%-28.2pp | 172.34%-153.7pp |
| Employer contribution / active EE | $899 | $6,787-86.8% | $6,442-86.0% | $4,379-79.5% |
| Participant deferral / active EE | $5,523 | $9,750-43.4% | $9,284-40.5% | $6,730-17.9% |
| Admin fee / account holder | $2,528 | $19,707-87.2% | $19,076-86.7% | $14,365-82.4% |