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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 | $5,851 | $77,908-92.5% | $149,696-96.1% | $75,173-92.2% |
| Participation rate | 96.3% | 65.6%+30.7pp | 78.8%+17.5pp | 67.2%+29.1pp |
| Annual return | 15.48% | 31.73%-16.2pp | 134.46%-119.0pp | 160.72%-145.2pp |
| Employer contribution / active EE | $317 | $3,138-89.9% | $4,821-93.4% | $2,671-88.1% |
| Participant deferral / active EE | $2,650 | $3,411-22.3% | $5,682-53.4% | $4,126-35.8% |
| Admin fee / account holder | $2,071 | $5,950-65.2% | $13,212-84.3% | $5,651-63.4% |