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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 | $6,842 | $117,895-94.2% | $102,460-93.3% | $145,897-95.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 25.73% | 31.92%-6.2pp | 29.47%-3.7pp | 552.29%-526.6pp |
| Employer contribution / active EE | $470 | $3,619-87.0% | $3,025-84.5% | $4,663-89.9% |
| Participant deferral / active EE | $2,403 | $5,736-58.1% | $5,056-52.5% | $6,689-64.1% |
| Admin fee / account holder | $341 | $13,353-97.4% | $9,460-96.4% | $13,390-97.5% |