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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 | $129,737-95.0% | $119,126-94.6% | $154,746-95.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 17.55% | 379.08%-361.5pp | 282.11%-264.6pp | 172.34%-154.8pp |
| Employer contribution / active EE | $631 | $4,375-85.6% | $4,034-84.4% | $4,379-85.6% |
| Participant deferral / active EE | $3,211 | $5,842-45.0% | $5,318-39.6% | $6,730-52.3% |
| Admin fee / account holder | $1,202 | $11,961-90.0% | $10,693-88.8% | $14,365-91.6% |