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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 | $5,271 | $172,111-96.9% | $150,298-96.5% | $137,256-96.2% |
| Participation rate | 94.7% | 81.7%+13.0pp | 77.8%+17.0pp | 80.0%+14.8pp |
| Annual return | 28.84% | 69.37%-40.5pp | 62.79%-33.9pp | 220.34%-191.5pp |
| Employer contribution / active EE | $51 | $4,636-98.9% | $4,154-98.8% | $4,156-98.8% |
| Participant deferral / active EE | $3,065 | $6,166-50.3% | $5,453-43.8% | $6,407-52.2% |
| Admin fee / account holder | $368 | $16,471-97.8% | $14,116-97.4% | $12,270-97.0% |