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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 | $8,304 | $154,193-94.6% | $130,045-93.6% | $139,466-94.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 15.86% | 32.51%-16.7pp | -137.30%+153.2pp | 373.66%-357.8pp |
| Employer contribution / active EE | $414 | $5,292-92.2% | $4,321-90.4% | $4,754-91.3% |
| Participant deferral / active EE | $4,480 | $6,709-33.2% | $5,820-23.0% | $6,712-33.2% |
| Admin fee / account holder | $1,126 | $13,989-92.0% | $10,600-89.4% | $11,409-90.1% |