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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 | $16,376 | $212,386-92.3% | $199,883-91.8% | $138,895-88.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 16.45% | 47.75%-31.3pp | 43.81%-27.4pp | 145.39%-128.9pp |
| Employer contribution / active EE | $1,004 | $6,625-84.8% | $6,261-84.0% | $4,194-76.1% |
| Participant deferral / active EE | $3,887 | $9,617-59.6% | $9,138-57.5% | $6,396-39.2% |
| Admin fee / account holder | $420 | $18,233-97.7% | $17,268-97.6% | $12,562-96.7% |