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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 | $9,984 | $85,766-88.4% | $136,298-92.7% | $70,126-85.8% |
| Participation rate | 93.3% | 74.2%+19.2pp | 81.9%+11.4pp | 69.5%+23.8pp |
| Annual return | 19.53% | 31.46%-11.9pp | 5156.27%-5136.7pp | 73.15%-53.6pp |
| Employer contribution / active EE | $371 | $2,966-87.5% | $4,696-92.1% | $2,343-84.2% |
| Participant deferral / active EE | $2,378 | $5,051-52.9% | $6,247-61.9% | $3,332-28.6% |
| Admin fee / account holder | $715 | $5,421-86.8% | $9,244-92.3% | $4,645-84.6% |