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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 | $10,856 | $106,247-89.8% | $96,515-88.8% | $139,466-92.2% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 16.56% | 38.47%-21.9pp | 35.73%-19.2pp | 373.66%-357.1pp |
| Employer contribution / active EE | $568 | $4,106-86.2% | $3,740-84.8% | $4,754-88.1% |
| Participant deferral / active EE | $1,615 | $5,456-70.4% | $4,880-66.9% | $6,712-75.9% |
| Admin fee / account holder | $2,094 | $7,885-73.4% | $6,735-68.9% | $11,409-81.6% |