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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 | $5,632 | $156,398-96.4% | $147,318-96.2% | $138,895-95.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.56% | 78.75%-60.2pp | 70.43%-51.9pp | 145.39%-126.8pp |
| Employer contribution / active EE | $202 | $4,853-95.8% | $4,593-95.6% | $4,194-95.2% |
| Participant deferral / active EE | $3,346 | $8,237-59.4% | $7,906-57.7% | $6,396-47.7% |
| Admin fee / account holder | $2,584 | $14,976-82.7% | $13,708-81.1% | $12,562-79.4% |