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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 | $8,875 | $99,994-91.1% | $146,647-93.9% | $85,851-89.7% |
| Participation rate | 98.0% | 73.1%+24.9pp | 80.1%+17.9pp | 69.3%+28.7pp |
| Annual return | 16.65% | 18.93%-2.3pp | 22.75%-6.1pp | 318.63%-302.0pp |
| Employer contribution / active EE | $229 | $2,559-91.0% | $4,137-94.5% | $2,565-91.1% |
| Participant deferral / active EE | $3,238 | $4,006-19.2% | $5,506-41.2% | $3,952-18.1% |
| Admin fee / account holder | $343 | $7,703-95.5% | $10,281-96.7% | $6,261-94.5% |