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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 | $20,474 | $201,344-89.8% | $184,243-88.9% | $145,877-86.0% |
| Participation rate | 77.8% | 87.5%-9.7pp | 86.8%-9.0pp | 80.3%-2.5pp |
| Annual return | 14.45% | 29.01%-14.6pp | 28.82%-14.4pp | 551.28%-536.8pp |
| Employer contribution / active EE | $1,110 | $7,022-84.2% | $6,427-82.7% | $4,663-76.2% |
| Participant deferral / active EE | $6,626 | $9,807-32.4% | $9,132-27.4% | $6,691-1.0% |
| Admin fee / account holder | $1,116 | $16,382-93.2% | $13,914-92.0% | $13,402-91.7% |