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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 | $6,922 | $110,379-93.7% | $102,412-93.2% | $145,884-95.3% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 17.36% | 24.84%-7.5pp | 24.94%-7.6pp | 551.85%-534.5pp |
| Employer contribution / active EE | $726 | $4,216-82.8% | $3,870-81.2% | $4,662-84.4% |
| Participant deferral / active EE | $2,985 | $5,622-46.9% | $5,060-41.0% | $6,690-55.4% |
| Admin fee / account holder | $388 | $9,745-96.0% | $8,388-95.4% | $13,392-97.1% |