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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 | $3,756 | $90,691-95.9% | $76,119-95.1% | $145,884-97.4% |
| Participation rate | 86.7% | 74.5%+12.2pp | 69.1%+17.6pp | 80.3%+6.4pp |
| Annual return | 9.98% | 624.52%-614.5pp | 361.25%-351.3pp | 551.85%-541.9pp |
| Employer contribution / active EE | $429 | $3,329-87.1% | $2,693-84.1% | $4,662-90.8% |
| Participant deferral / active EE | $2,418 | $5,167-53.2% | $4,259-43.2% | $6,690-63.9% |
| Admin fee / account holder | $2,296 | $8,383-72.6% | $6,421-64.2% | $13,392-82.9% |