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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 | $18,479 | $199,109-90.7% | $173,730-89.4% | $154,746-88.1% |
| Participation rate | 93.3% | 82.8%+10.5pp | 79.6%+13.8pp | 80.7%+12.6pp |
| Annual return | 17.08% | 20.02%-2.9pp | 19.96%-2.9pp | 172.34%-155.3pp |
| Employer contribution / active EE | $1,097 | $5,311-79.3% | $4,577-76.0% | $4,379-74.9% |
| Participant deferral / active EE | $3,744 | $7,113-47.4% | $6,326-40.8% | $6,730-44.4% |
| Admin fee / account holder | $474 | $20,916-97.7% | $17,523-97.3% | $14,365-96.7% |