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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 | $12,549 | $93,589-86.6% | $135,942-90.8% | $75,181-83.3% |
| Participation rate | 96.7% | 75.2%+21.5pp | 81.9%+14.8pp | 67.2%+29.5pp |
| Annual return | 66.83% | 30.90%+35.9pp | 68.28%-1.4pp | 160.69%-93.9pp |
| Employer contribution / active EE | $703 | $3,537-80.1% | $4,858-85.5% | $2,671-73.7% |
| Participant deferral / active EE | $3,237 | $6,405-49.5% | $7,759-58.3% | $4,126-21.5% |
| Admin fee / account holder | $891 | $6,977-87.2% | $10,764-91.7% | $5,650-84.2% |