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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 | $7,621 | $110,410-93.1% | $102,437-92.6% | $145,897-94.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.20% | 24.85%-13.7pp | 24.95%-13.8pp | 552.29%-541.1pp |
| Employer contribution / active EE | $765 | $4,217-81.9% | $3,871-80.2% | $4,663-83.6% |
| Participant deferral / active EE | $4,296 | $5,622-23.6% | $5,060-15.1% | $6,689-35.8% |
| Admin fee / account holder | $1,108 | $9,745-88.6% | $8,388-86.8% | $13,390-91.7% |