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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 | $125,237-93.2% | $105,608-91.9% | $145,877-94.2% |
| Participation rate | 88.2% | 77.7%+10.6pp | 75.3%+13.0pp | 80.3%+7.9pp |
| Annual return | 14.51% | 225.76%-211.2pp | 116.50%-102.0pp | 551.28%-536.8pp |
| Employer contribution / active EE | $75 | $3,720-98.0% | $3,167-97.6% | $4,663-98.4% |
| Participant deferral / active EE | $1,903 | $5,711-66.7% | $5,010-62.0% | $6,691-71.6% |
| Admin fee / account holder | $1,931 | $17,287-88.8% | $11,028-82.5% | $13,402-85.6% |