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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 | $9,789 | $129,737-92.5% | $119,126-91.8% | $154,746-93.7% |
| Participation rate | 71.4% | 78.9%-7.4pp | 75.8%-4.3pp | 80.7%-9.3pp |
| Annual return | 15.67% | 379.08%-363.4pp | 282.11%-266.4pp | 172.34%-156.7pp |
| Employer contribution / active EE | $4 | $4,375-99.9% | $4,034-99.9% | $4,379-99.9% |
| Participant deferral / active EE | $2,261 | $5,842-61.3% | $5,318-57.5% | $6,730-66.4% |
| Admin fee / account holder | $615 | $11,961-94.9% | $10,693-94.2% | $14,365-95.7% |