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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 | $10,084 | $89,259-88.7% | $107,187-90.6% | $82,637-87.8% |
| Participation rate | 98.2% | 67.9%+30.3pp | 75.0%+23.2pp | 68.1%+30.1pp |
| Annual return | 20.06% | 21.02%-1.0pp | 204.55%-184.5pp | 53.51%-33.4pp |
| Employer contribution / active EE | $327 | $3,080-89.4% | $3,782-91.3% | $2,552-87.2% |
| Participant deferral / active EE | $3,006 | $4,037-25.5% | $5,096-41.0% | $4,126-27.1% |
| Admin fee / account holder | $449 | $7,381-93.9% | $9,162-95.1% | $7,339-93.9% |