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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 | $8,735 | $109,359-92.0% | $162,177-94.6% | $72,975-88.0% |
| Participation rate | 85.0% | 84.3%+0.7pp | 87.6%-2.6pp | 69.5%+15.5pp |
| Annual return | 61.22% | 25.46%+35.8pp | 115.60%-54.4pp | 81.01%-19.8pp |
| Employer contribution / active EE | $992 | $3,907-74.6% | $5,613-82.3% | $2,440-59.3% |
| Participant deferral / active EE | $4,619 | $5,481-15.7% | $7,297-36.7% | $3,608+28.0% |
| Admin fee / account holder | $418 | $7,972-94.8% | $10,843-96.1% | $5,124-91.8% |