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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 | $6,924 | $160,040-95.7% | $147,096-95.3% | $145,877-95.3% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.1pp | 80.3%+12.0pp |
| Annual return | 12.12% | 98.49%-86.4pp | 419.75%-407.6pp | 551.28%-539.2pp |
| Employer contribution / active EE | $704 | $5,289-86.7% | $4,936-85.7% | $4,663-84.9% |
| Participant deferral / active EE | $5,030 | $8,429-40.3% | $8,071-37.7% | $6,691-24.8% |
| Admin fee / account holder | $1,139 | $15,050-92.4% | $13,005-91.2% | $13,402-91.5% |