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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 | $13,018 | $157,296-91.7% | $141,191-90.8% | $152,897-91.5% |
| Participation rate | 95.5% | 84.8%+10.6pp | 82.5%+13.0pp | 82.5%+13.0pp |
| Annual return | 28.73% | 64.34%-35.6pp | 71.41%-42.7pp | 345.43%-316.7pp |
| Employer contribution / active EE | $161 | $5,262-96.9% | $4,736-96.6% | $4,764-96.6% |
| Participant deferral / active EE | $2,502 | $7,111-64.8% | $6,710-62.7% | $5,851-57.2% |
| Admin fee / account holder | $1,826 | $12,125-84.9% | $10,264-82.2% | $11,599-84.3% |