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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 | $8,530 | $125,190-93.2% | $105,624-91.9% | $145,897-94.2% |
| Participation rate | 88.2% | 77.6%+10.6pp | 75.3%+13.0pp | 80.3%+7.9pp |
| Annual return | 14.51% | 225.22%-210.7pp | 116.20%-101.7pp | 552.29%-537.8pp |
| Employer contribution / active EE | $75 | $3,720-98.0% | $3,168-97.6% | $4,663-98.4% |
| Participant deferral / active EE | $1,903 | $5,716-66.7% | $5,013-62.0% | $6,689-71.6% |
| Admin fee / account holder | $1,931 | $17,138-88.7% | $10,961-82.4% | $13,390-85.6% |