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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 | $5,202 | $78,690-93.4% | $161,489-96.8% | $87,485-94.1% |
| Participation rate | 82.6% | 67.5%+15.1pp | 78.7%+3.9pp | 68.9%+13.7pp |
| Annual return | 18.61% | 32.74%-14.1pp | 89.72%-71.1pp | 26.06%-7.4pp |
| Employer contribution / active EE | $269 | $2,588-89.6% | $4,268-93.7% | $2,596-89.7% |
| Participant deferral / active EE | $1,314 | $3,311-60.3% | $5,630-76.7% | $4,274-69.2% |
| Admin fee / account holder | $553 | $6,724-91.8% | $16,006-96.5% | $7,775-92.9% |