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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 | $3,764 | $210,908-98.2% | $153,643-97.6% | $145,884-97.4% |
| Participation rate | 90.0% | 82.1%+7.9pp | 77.1%+12.9pp | 80.3%+9.7pp |
| Annual return | 9.00% | 13.46%-4.5pp | 15.71%-6.7pp | 551.85%-542.8pp |
| Employer contribution / active EE | $1,116 | $6,055-81.6% | $5,039-77.9% | $4,662-76.1% |
| Participant deferral / active EE | $2,189 | $7,976-72.6% | $6,754-67.6% | $6,690-67.3% |
| Admin fee / account holder | $1,061 | $19,477-94.6% | $12,739-91.7% | $13,392-92.1% |