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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 | $88,672-88.9% | $105,223-90.6% | $82,448-88.0% |
| Participation rate | 93.1% | 67.9%+25.2pp | 75.0%+18.1pp | 68.1%+25.0pp |
| Annual return | 17.05% | 30.86%-13.8pp | 180.65%-163.6pp | 41.64%-24.6pp |
| Employer contribution / active EE | $743 | $3,048-75.6% | $3,689-79.9% | $2,551-70.9% |
| Participant deferral / active EE | $3,594 | $4,036-11.0% | $5,072-29.1% | $4,139-13.2% |
| Admin fee / account holder | $1,069 | $7,146-85.0% | $8,859-87.9% | $7,234-85.2% |