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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 | $3,139 | $81,358-96.1% | $155,556-98.0% | $80,959-96.1% |
| Participation rate | 97.1% | 66.3%+30.8pp | 78.2%+18.8pp | 67.7%+29.4pp |
| Annual return | 17.77% | 33.39%-15.6pp | 64.84%-47.1pp | 35.67%-17.9pp |
| Employer contribution / active EE | $66 | $3,106-97.9% | $4,675-98.6% | $2,757-97.6% |
| Participant deferral / active EE | $1,516 | $3,455-56.1% | $5,631-73.1% | $4,300-64.7% |
| Admin fee / account holder | $471 | $7,994-94.1% | $15,885-97.0% | $6,925-93.2% |