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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 | $9,864 | $89,259-88.9% | $107,187-90.8% | $82,637-88.1% |
| Participation rate | 93.1% | 67.9%+25.2pp | 75.0%+18.1pp | 68.1%+25.0pp |
| Annual return | 17.05% | 21.02%-4.0pp | 204.55%-187.5pp | 53.51%-36.5pp |
| Employer contribution / active EE | $743 | $3,080-75.9% | $3,782-80.4% | $2,552-70.9% |
| Participant deferral / active EE | $3,594 | $4,037-11.0% | $5,096-29.5% | $4,126-12.9% |
| Admin fee / account holder | $1,069 | $7,381-85.5% | $9,162-88.3% | $7,339-85.4% |