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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 | $3,902 | $85,171-95.4% | $172,752-97.7% | $72,975-94.7% |
| Participation rate | 96.6% | 70.1%+26.5pp | 82.6%+13.9pp | 69.5%+27.1pp |
| Annual return | 16.55% | 27.32%-10.8pp | 802.97%-786.4pp | 81.01%-64.5pp |
| Employer contribution / active EE | $303 | $3,324-90.9% | $5,144-94.1% | $2,440-87.6% |
| Participant deferral / active EE | $1,134 | $3,260-65.2% | $5,198-78.2% | $3,608-68.6% |
| Admin fee / account holder | $360 | $5,880-93.9% | $13,955-97.4% | $5,124-93.0% |