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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 | $10,247 | $71,215-85.6% | $93,696-89.1% | $80,935-87.3% |
| Participation rate | 88.5% | 60.4%+28.1pp | 68.7%+19.7pp | 67.7%+20.8pp |
| Annual return | 12.07% | 11.27%+0.8pp | 133.74%-121.7pp | 35.66%-23.6pp |
| Employer contribution / active EE | $192 | $1,565-87.7% | $2,422-92.1% | $2,757-93.0% |
| Participant deferral / active EE | $2,536 | $4,037-37.2% | $4,417-42.6% | $4,299-41.0% |
| Admin fee / account holder | $1,247 | $6,958-82.1% | $8,287-85.0% | $6,924-82.0% |