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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 | $6,253 | $110,410-94.3% | $102,437-93.9% | $145,897-95.7% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 9.78% | 24.85%-15.1pp | 24.95%-15.2pp | 552.29%-542.5pp |
| Employer contribution / active EE | $339 | $4,217-92.0% | $3,871-91.2% | $4,663-92.7% |
| Participant deferral / active EE | $2,389 | $5,622-57.5% | $5,060-52.8% | $6,689-64.3% |
| Admin fee / account holder | $396 | $9,745-95.9% | $8,388-95.3% | $13,390-97.0% |