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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 | $6,648 | $46,596-85.7% | $64,099-89.6% | $75,181-91.2% |
| Participation rate | 76.0% | 65.9%+10.1pp | 72.3%+3.7pp | 67.2%+8.8pp |
| Annual return | 19.16% | 26.04%-6.9pp | 33.70%-14.5pp | 160.69%-141.5pp |
| Employer contribution / active EE | $306 | $1,975-84.5% | $2,748-88.9% | $2,671-88.5% |
| Participant deferral / active EE | $792 | $2,837-72.1% | $3,881-79.6% | $4,126-80.8% |
| Admin fee / account holder | $763 | $2,954-74.2% | $3,070-75.1% | $5,650-86.5% |