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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 | $9,200 | $212,386-95.7% | $199,883-95.4% | $138,895-93.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 28.49% | 47.75%-19.3pp | 43.81%-15.3pp | 145.39%-116.9pp |
| Employer contribution / active EE | $1,263 | $6,625-80.9% | $6,261-79.8% | $4,194-69.9% |
| Participant deferral / active EE | $3,386 | $9,617-64.8% | $9,138-62.9% | $6,396-47.1% |
| Admin fee / account holder | $672 | $18,233-96.3% | $17,268-96.1% | $12,562-94.7% |