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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 | $12,820 | $181,062-92.9% | $158,223-91.9% | $155,188-91.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 18.87% | 57.39%-38.5pp | 52.09%-33.2pp | 148.84%-130.0pp |
| Employer contribution / active EE | $500 | $4,565-89.0% | $4,109-87.8% | $4,248-88.2% |
| Participant deferral / active EE | $4,463 | $6,134-27.2% | $5,467-18.4% | $6,531-31.7% |
| Admin fee / account holder | $480 | $18,825-97.5% | $16,047-97.0% | $14,480-96.7% |