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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 | $28,262 | $78,425-64.0% | $95,956-70.5% | $79,858-64.6% |
| Participation rate | 98.6% | 73.5%+25.2pp | 77.1%+21.6pp | 69.6%+29.0pp |
| Annual return | 26.38% | 19.37%+7.0pp | 91.63%-65.2pp | 31.72%-5.3pp |
| Employer contribution / active EE | -$57 | $1,945-102.9% | $2,541-102.2% | $2,471-102.3% |
| Participant deferral / active EE | $6,109 | $3,440+77.6% | $4,167+46.6% | $3,740+63.3% |
| Admin fee / account holder | $826 | $5,622-85.3% | $6,797-87.9% | $5,306-84.4% |