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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 | $21,009 | $275,752-92.4% | $256,809-91.8% | $198,609-89.4% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 21.19% | 34.81%-13.6pp | 32.73%-11.5pp | 202.70%-181.5pp |
| Employer contribution / active EE | $1,589 | $7,721-79.4% | $7,263-78.1% | $5,055-68.6% |
| Participant deferral / active EE | $5,419 | $10,037-46.0% | $9,520-43.1% | $6,977-22.3% |
| Admin fee / account holder | $2,732 | $25,716-89.4% | $25,146-89.1% | $19,030-85.6% |