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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 | $9,495 | $86,298-89.0% | $111,308-91.5% | $85,847-88.9% |
| Participation rate | 93.8% | 73.3%+20.5pp | 77.3%+16.5pp | 69.3%+24.5pp |
| Annual return | 17.33% | 19.99%-2.7pp | 54.67%-37.3pp | 318.61%-301.3pp |
| Employer contribution / active EE | $410 | $2,044-79.9% | $2,732-85.0% | $2,565-84.0% |
| Participant deferral / active EE | $2,019 | $3,641-44.5% | $4,487-55.0% | $3,952-48.9% |
| Admin fee / account holder | $553 | $8,189-93.2% | $7,965-93.1% | $6,261-91.2% |