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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 | $8,944 | $85,171-89.5% | $172,752-94.8% | $72,975-87.7% |
| Participation rate | 74.5% | 70.1%+4.5pp | 82.6%-8.1pp | 69.5%+5.1pp |
| Annual return | 22.93% | 27.32%-4.4pp | 802.97%-780.0pp | 81.01%-58.1pp |
| Employer contribution / active EE | $386 | $3,324-88.4% | $5,144-92.5% | $2,440-84.2% |
| Participant deferral / active EE | $1,698 | $3,260-47.9% | $5,198-67.3% | $3,608-52.9% |
| Admin fee / account holder | $655 | $5,880-88.9% | $13,955-95.3% | $5,124-87.2% |