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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 | $6,696 | $114,119-94.1% | $107,187-93.8% | $138,895-95.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 14.86% | 273.21%-258.3pp | 204.55%-189.7pp | 145.39%-130.5pp |
| Employer contribution / active EE | $50 | $4,059-98.8% | $3,782-98.7% | $4,194-98.8% |
| Participant deferral / active EE | $2,400 | $5,538-56.7% | $5,096-52.9% | $6,396-62.5% |
| Admin fee / account holder | $620 | $10,024-93.8% | $9,162-93.2% | $12,562-95.1% |