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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 | $1,934 | $154,228-98.7% | $145,433-98.7% | $137,256-98.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 62.29% | 74.59%-12.3pp | 66.58%-4.3pp | 220.34%-158.0pp |
| Employer contribution / active EE | $249 | $4,804-94.8% | $4,554-94.5% | $4,156-94.0% |
| Participant deferral / active EE | $3,499 | $8,216-57.4% | $7,897-55.7% | $6,407-45.4% |
| Admin fee / account holder | $2,152 | $14,344-85.0% | $13,129-83.6% | $12,270-82.5% |