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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 | $8,225 | $93,345-91.2% | $119,126-93.1% | $87,485-90.6% |
| Participation rate | 89.6% | 68.7%+20.8pp | 75.8%+13.8pp | 68.9%+20.6pp |
| Annual return | 16.00% | 19.08%-3.1pp | 282.11%-266.1pp | 26.06%-10.1pp |
| Employer contribution / active EE | $261 | $3,172-91.8% | $4,034-93.5% | $2,596-90.0% |
| Participant deferral / active EE | $2,414 | $4,099-41.1% | $5,318-54.6% | $4,274-43.5% |
| Admin fee / account holder | $1,817 | $8,039-77.4% | $10,693-83.0% | $7,775-76.6% |