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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 | $6,450 | $110,379-94.2% | $102,412-93.7% | $145,884-95.6% |
| Participation rate | 82.4% | 77.9%+4.4pp | 74.5%+7.8pp | 80.3%+2.1pp |
| Annual return | 11.20% | 24.84%-13.6pp | 24.94%-13.7pp | 551.85%-540.6pp |
| Employer contribution / active EE | $706 | $4,216-83.3% | $3,870-81.8% | $4,662-84.9% |
| Participant deferral / active EE | $2,582 | $5,622-54.1% | $5,060-49.0% | $6,690-61.4% |
| Admin fee / account holder | $2,005 | $9,745-79.4% | $8,388-76.1% | $13,392-85.0% |