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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 | $4,182 | $71,215-94.1% | $93,696-95.5% | $80,935-94.8% |
| Participation rate | 74.5% | 60.4%+14.1pp | 68.7%+5.8pp | 67.7%+6.8pp |
| Annual return | 16.41% | 11.27%+5.1pp | 133.74%-117.3pp | 35.66%-19.2pp |
| Employer contribution / active EE | $78 | $1,565-95.0% | $2,422-96.8% | $2,757-97.2% |
| Participant deferral / active EE | $2,236 | $4,037-44.6% | $4,417-49.4% | $4,299-48.0% |
| Admin fee / account holder | $862 | $6,958-87.6% | $8,287-89.6% | $6,924-87.6% |