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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 | $4,256 | $87,166-95.1% | $76,735-94.5% | $137,256-96.9% |
| Participation rate | 91.7% | 74.4%+17.3pp | 69.5%+22.2pp | 80.0%+11.7pp |
| Annual return | 14.97% | 26.50%-11.5pp | 29.77%-14.8pp | 220.34%-205.4pp |
| Employer contribution / active EE | $77 | $2,904-97.4% | $2,454-96.9% | $4,156-98.2% |
| Participant deferral / active EE | $1,692 | $4,726-64.2% | $4,088-58.6% | $6,407-73.6% |
| Admin fee / account holder | $1,839 | $8,403-78.1% | $7,189-74.4% | $12,270-85.0% |