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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 | $8,103 | $154,209-94.7% | $130,062-93.8% | $139,487-94.2% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.5%+12.4pp | 80.3%+10.6pp |
| Annual return | 26.07% | 32.52%-6.4pp | -137.37%+163.4pp | 373.84%-347.8pp |
| Employer contribution / active EE | $920 | $5,292-82.6% | $4,322-78.7% | $4,755-80.7% |
| Participant deferral / active EE | $3,144 | $6,709-53.1% | $5,821-46.0% | $6,713-53.2% |
| Admin fee / account holder | $564 | $13,988-96.0% | $10,601-94.7% | $11,407-95.1% |