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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 | $7,333 | $48,078-84.7% | $78,676-90.7% | $62,881-88.3% |
| Participation rate | 78.4% | 65.2%+13.2pp | 73.6%+4.8pp | 69.3%+9.1pp |
| Annual return | 60.46% | 31.36%+29.1pp | 62.19%-1.7pp | 20.14%+40.3pp |
| Employer contribution / active EE | $201 | $2,015-90.0% | $2,850-93.0% | $2,281-91.2% |
| Participant deferral / active EE | $799 | $2,587-69.1% | $3,517-77.3% | $3,203-75.0% |
| Admin fee / account holder | $935 | $3,206-70.9% | $4,510-79.3% | $4,296-78.2% |