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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 | $11,427 | $157,296-92.7% | $141,191-91.9% | $152,897-92.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.77% | 64.34%-43.6pp | 71.41%-50.6pp | 345.43%-324.7pp |
| Employer contribution / active EE | $658 | $5,262-87.5% | $4,736-86.1% | $4,764-86.2% |
| Participant deferral / active EE | $4,798 | $7,111-32.5% | $6,710-28.5% | $5,851-18.0% |
| Admin fee / account holder | $3,661 | $12,125-69.8% | $10,264-64.3% | $11,599-68.4% |