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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 | $11,168 | $211,224-94.7% | $178,505-93.7% | $145,897-92.3% |
| Participation rate | 83.3% | 80.8%+2.5pp | 77.1%+6.2pp | 80.3%+3.0pp |
| Annual return | 10.97% | 30.28%-19.3pp | 27.16%-16.2pp | 552.29%-541.3pp |
| Employer contribution / active EE | $42 | $4,577-99.1% | $3,955-98.9% | $4,663-99.1% |
| Participant deferral / active EE | $2,883 | $6,966-58.6% | $6,280-54.1% | $6,689-56.9% |
| Admin fee / account holder | $538 | $12,109-95.6% | $10,428-94.8% | $13,390-96.0% |