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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 | $16,402 | $89,367-81.6% | $141,191-88.4% | $72,975-77.5% |
| Participation rate | 98.9% | 75.1%+23.7pp | 82.5%+16.4pp | 69.5%+29.4pp |
| Annual return | 25.01% | 111.87%-86.9pp | 71.41%-46.4pp | 81.01%-56.0pp |
| Employer contribution / active EE | $287 | $3,115-90.8% | $4,736-93.9% | $2,440-88.2% |
| Participant deferral / active EE | $3,590 | $5,419-33.7% | $6,710-46.5% | $3,608-0.5% |
| Admin fee / account holder | $849 | $5,957-85.7% | $10,264-91.7% | $5,124-83.4% |