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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 | $5,479 | $81,643-93.3% | $70,462-92.2% | $158,950-96.6% |
| Participation rate | 88.9% | 77.7%+11.2pp | 75.1%+13.8pp | 82.0%+6.9pp |
| Annual return | 17.42% | 208.51%-191.1pp | 109.08%-91.7pp | 302.91%-285.5pp |
| Employer contribution / active EE | $321 | $3,218-90.0% | $2,737-88.3% | $4,762-93.2% |
| Participant deferral / active EE | $1,545 | $4,555-66.1% | $3,710-58.4% | $5,983-74.2% |
| Admin fee / account holder | $542 | $6,194-91.3% | $3,845-85.9% | $11,248-95.2% |