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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 | $6,588 | $154,193-95.7% | $130,045-94.9% | $139,466-95.3% |
| Participation rate | 83.3% | 82.0%+1.4pp | 78.5%+4.8pp | 80.3%+3.0pp |
| Annual return | 24.44% | 32.51%-8.1pp | -137.30%+161.7pp | 373.66%-349.2pp |
| Employer contribution / active EE | $778 | $5,292-85.3% | $4,321-82.0% | $4,754-83.6% |
| Participant deferral / active EE | $2,838 | $6,709-57.7% | $5,820-51.2% | $6,712-57.7% |
| Admin fee / account holder | $686 | $13,989-95.1% | $10,600-93.5% | $11,409-94.0% |