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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 | $3,064 | $45,043-93.2% | $63,005-95.1% | $70,124-95.6% |
| Participation rate | 80.0% | 69.5%+10.5pp | 74.8%+5.2pp | 69.5%+10.5pp |
| Annual return | 59.86% | 18.76%+41.1pp | 87.59%-27.7pp | 73.14%-13.3pp |
| Employer contribution / active EE | $355 | $2,052-82.7% | $2,760-87.1% | $2,342-84.8% |
| Participant deferral / active EE | $1,516 | $2,466-38.5% | $3,329-54.5% | $3,332-54.5% |
| Admin fee / account holder | $829 | $2,833-70.8% | $3,599-77.0% | $4,645-82.2% |