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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 | $6,263 | $174,379-96.4% | $152,093-95.9% | $138,895-95.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 31.38% | 74.86%-43.5pp | 66.36%-35.0pp | 145.39%-114.0pp |
| Employer contribution / active EE | $476 | $4,652-89.8% | $4,175-88.6% | $4,194-88.7% |
| Participant deferral / active EE | $3,188 | $6,159-48.2% | $5,451-41.5% | $6,396-50.2% |
| Admin fee / account holder | $807 | $16,880-95.2% | $14,497-94.4% | $12,562-93.6% |