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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 | $16,102 | $201,372-92.0% | $184,260-91.3% | $145,884-89.0% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 17.13% | 29.04%-11.9pp | 28.84%-11.7pp | 551.85%-534.7pp |
| Employer contribution / active EE | $1,340 | $7,024-80.9% | $6,427-79.2% | $4,662-71.3% |
| Participant deferral / active EE | $5,025 | $9,808-48.8% | $9,133-45.0% | $6,690-24.9% |
| Admin fee / account holder | $963 | $16,362-94.1% | $13,898-93.1% | $13,392-92.8% |