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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 | $10,431 | $55,457-81.2% | $77,361-86.5% | $94,015-88.9% |
| Participation rate | 100.0% | 69.8%+30.2pp | 75.0%+25.0pp | 70.8%+29.2pp |
| Annual return | 18.29% | 15.57%+2.7pp | 1011.54%-993.2pp | 17.84%+0.4pp |
| Employer contribution / active EE | $513 | $2,255-77.3% | $2,990-82.9% | $2,790-81.6% |
| Participant deferral / active EE | $2,547 | $3,069-17.0% | $3,911-34.9% | $4,249-40.1% |
| Admin fee / account holder | $793 | $4,334-81.7% | $5,894-86.5% | $8,951-91.1% |