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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 | $111,785-94.5% | $93,669-93.4% | $145,877-95.8% |
| Participation rate | 92.3% | 74.2%+18.1pp | 68.7%+23.6pp | 80.3%+12.0pp |
| Annual return | 12.09% | 203.79%-191.7pp | 133.59%-121.5pp | 551.28%-539.2pp |
| Employer contribution / active EE | $328 | $3,096-89.4% | $2,424-86.5% | $4,663-93.0% |
| Participant deferral / active EE | $2,375 | $4,919-51.7% | $4,416-46.2% | $6,691-64.5% |
| Admin fee / account holder | $2,504 | $10,256-75.6% | $8,291-69.8% | $13,402-81.3% |