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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 | $7,471 | $91,559-91.8% | $133,978-94.4% | $79,856-90.6% |
| Participation rate | 93.3% | 73.3%+20.0pp | 79.8%+13.5pp | 69.6%+23.7pp |
| Annual return | 104.66% | 61.85%+42.8pp | 45.10%+59.6pp | 31.71%+72.9pp |
| Employer contribution / active EE | $236 | $2,384-90.1% | $3,919-94.0% | $2,471-90.5% |
| Participant deferral / active EE | $2,610 | $3,734-30.1% | $5,047-48.3% | $3,741-30.2% |
| Admin fee / account holder | $303 | $6,321-95.2% | $8,930-96.6% | $5,306-94.3% |