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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 | $6,967 | $111,878-93.8% | $93,727-92.6% | $145,897-95.2% |
| Participation rate | 84.2% | 74.2%+10.0pp | 68.7%+15.5pp | 80.3%+3.9pp |
| Annual return | 15.58% | 204.28%-188.7pp | 133.83%-118.3pp | 552.29%-536.7pp |
| Employer contribution / active EE | $382 | $3,092-87.6% | $2,421-84.2% | $4,663-91.8% |
| Participant deferral / active EE | $2,534 | $4,920-48.5% | $4,417-42.6% | $6,689-62.1% |
| Admin fee / account holder | $672 | $10,256-93.5% | $8,292-91.9% | $13,390-95.0% |