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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 | $4,431 | $107,368-95.9% | $92,915-95.2% | $152,909-97.1% |
| Participation rate | 90.0% | 79.8%+10.2pp | 76.0%+14.0pp | 82.5%+7.5pp |
| Annual return | 24.68% | 145.64%-121.0pp | 109.45%-84.8pp | 345.46%-320.8pp |
| Employer contribution / active EE | $93 | $4,222-97.8% | $3,653-97.4% | $4,764-98.0% |
| Participant deferral / active EE | $8,530 | $4,848+76.0% | $4,238+101.3% | $5,851+45.8% |
| Admin fee / account holder | $1,251 | $7,082-82.3% | $5,796-78.4% | $11,601-89.2% |