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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 | $6,488 | $114,119-94.3% | $107,187-93.9% | $138,895-95.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 17.55% | 273.21%-255.7pp | 204.55%-187.0pp | 145.39%-127.8pp |
| Employer contribution / active EE | $631 | $4,059-84.5% | $3,782-83.3% | $4,194-85.0% |
| Participant deferral / active EE | $3,211 | $5,538-42.0% | $5,096-37.0% | $6,396-49.8% |
| Admin fee / account holder | $1,202 | $10,024-88.0% | $9,162-86.9% | $12,562-90.4% |