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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 | $96,731-89.6% | $123,973-91.9% | $86,983-88.4% |
| Participation rate | 98.2% | 70.0%+28.2pp | 76.7%+21.5pp | 69.5%+28.6pp |
| Annual return | 20.06% | 17.33%+2.7pp | 388.13%-368.1pp | 25.83%-5.8pp |
| Employer contribution / active EE | $327 | $3,297-90.1% | $4,126-92.1% | $2,584-87.3% |
| Participant deferral / active EE | $3,006 | $4,152-27.6% | $5,247-42.7% | $4,194-28.3% |
| Admin fee / account holder | $449 | $8,722-94.9% | $11,799-96.2% | $7,856-94.3% |