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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 | $88,137-89.0% | $164,975-94.1% | $74,429-87.0% |
| Participation rate | 89.6% | 73.1%+16.4pp | 78.6%+10.9pp | 67.2%+22.4pp |
| Annual return | 14.25% | 17.13%-2.9pp | 70.12%-55.9pp | 1368.38%-1354.1pp |
| Employer contribution / active EE | $620 | $2,597-76.1% | $4,343-85.7% | $2,625-76.4% |
| Participant deferral / active EE | $3,785 | $4,501-15.9% | $6,033-37.3% | $4,348-13.0% |
| Admin fee / account holder | $2,530 | $2,231+13.4% | $12,688-80.1% | $1,944+30.1% |