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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 | $25,234 | $201,370-87.5% | $184,256-86.3% | $145,897-82.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.14% | 29.05%-15.9pp | 28.85%-15.7pp | 552.29%-539.1pp |
| Employer contribution / active EE | $1,396 | $7,024-80.1% | $6,427-78.3% | $4,663-70.1% |
| Participant deferral / active EE | $4,487 | $9,808-54.2% | $9,133-50.9% | $6,689-32.9% |
| Admin fee / account holder | $484 | $16,364-97.0% | $13,899-96.5% | $13,390-96.4% |