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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 | $8,337 | $82,674-89.9% | $125,363-93.3% | $68,495-87.8% |
| Participation rate | 92.6% | 75.0%+17.5pp | 82.4%+10.2pp | 67.9%+24.7pp |
| Annual return | 23.28% | -5.97%+29.2pp | 572.15%-548.9pp | -7.84%+31.1pp |
| Employer contribution / active EE | $679 | $3,382-79.9% | $4,815-85.9% | $2,596-73.8% |
| Participant deferral / active EE | $3,862 | $6,111-36.8% | $7,447-48.1% | $4,028-4.1% |
| Admin fee / account holder | $320 | $6,276-94.9% | $10,005-96.8% | $5,403-94.1% |