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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 | $6,143 | $111,878-94.5% | $93,727-93.4% | $145,897-95.8% |
| Participation rate | 92.3% | 74.2%+18.1pp | 68.7%+23.6pp | 80.3%+12.0pp |
| Annual return | 12.09% | 204.28%-192.2pp | 133.83%-121.7pp | 552.29%-540.2pp |
| Employer contribution / active EE | $328 | $3,092-89.4% | $2,421-86.4% | $4,663-93.0% |
| Participant deferral / active EE | $2,375 | $4,920-51.7% | $4,417-46.2% | $6,689-64.5% |
| Admin fee / account holder | $2,504 | $10,256-75.6% | $8,292-69.8% | $13,390-81.3% |