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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 | $2,848 | $106,247-97.3% | $96,515-97.0% | $139,466-98.0% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.3%+3.4pp | 80.3%-2.6pp |
| Annual return | 23.44% | 38.47%-15.0pp | 35.73%-12.3pp | 373.66%-350.2pp |
| Employer contribution / active EE | $399 | $4,106-90.3% | $3,740-89.3% | $4,754-91.6% |
| Participant deferral / active EE | $1,522 | $5,456-72.1% | $4,880-68.8% | $6,712-77.3% |
| Admin fee / account holder | $453 | $7,885-94.3% | $6,735-93.3% | $11,409-96.0% |