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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 | $5,081 | $172,111-97.0% | $150,298-96.6% | $137,256-96.3% |
| Participation rate | 94.1% | 81.7%+12.4pp | 77.8%+16.4pp | 80.0%+14.2pp |
| Annual return | 17.41% | 69.37%-52.0pp | 62.79%-45.4pp | 220.34%-202.9pp |
| Employer contribution / active EE | $71 | $4,636-98.5% | $4,154-98.3% | $4,156-98.3% |
| Participant deferral / active EE | $2,454 | $6,166-60.2% | $5,453-55.0% | $6,407-61.7% |
| Admin fee / account holder | $357 | $16,471-97.8% | $14,116-97.5% | $12,270-97.1% |