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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 | $9,686 | $88,203-89.0% | $165,100-94.1% | $74,478-87.0% |
| Participation rate | 89.6% | 73.1%+16.4pp | 78.6%+10.9pp | 67.2%+22.3pp |
| Annual return | 14.25% | 17.13%-2.9pp | 70.21%-56.0pp | 1370.56%-1356.3pp |
| Employer contribution / active EE | $620 | $2,601-76.2% | $4,348-85.7% | $2,626-76.4% |
| Participant deferral / active EE | $3,785 | $4,505-16.0% | $6,035-37.3% | $4,350-13.0% |
| Admin fee / account holder | $2,530 | $2,235+13.2% | $12,696-80.1% | $1,946+30.0% |