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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 | $7,861 | $105,960-92.6% | $81,726-90.4% | $158,982-95.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 6.78% | 38.19%-31.4pp | 29.49%-22.7pp | 302.99%-296.2pp |
| Employer contribution / active EE | $177 | $7,805-97.7% | $4,311-95.9% | $4,763-96.3% |
| Participant deferral / active EE | $834 | $13,011-93.6% | $7,108-88.3% | $5,983-86.1% |
| Admin fee / account holder | $479 | $8,494-94.4% | $5,160-90.7% | $11,252-95.7% |