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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 | $15,673 | $117,846-86.7% | $102,434-84.7% | $145,884-89.3% |
| Participation rate | 95.8% | 78.6%+17.2pp | 76.5%+19.3pp | 80.3%+15.5pp |
| Annual return | 21.46% | 31.90%-10.4pp | 29.46%-8.0pp | 551.85%-530.4pp |
| Employer contribution / active EE | $547 | $3,615-84.9% | $3,023-81.9% | $4,662-88.3% |
| Participant deferral / active EE | $3,810 | $5,733-33.6% | $5,055-24.6% | $6,690-43.0% |
| Admin fee / account holder | $2,365 | $13,356-82.3% | $9,462-75.0% | $13,392-82.3% |