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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 | $1,578 | $49,976-96.8% | $66,674-97.6% | $82,637-98.1% |
| Participation rate | 77.4% | 63.1%+14.3pp | 73.7%+3.7pp | 68.1%+9.3pp |
| Annual return | 16.19% | 39.09%-22.9pp | 321.24%-305.0pp | 53.51%-37.3pp |
| Employer contribution / active EE | $4 | $1,988-99.8% | $2,620-99.8% | $2,552-99.8% |
| Participant deferral / active EE | $1,278 | $2,847-55.1% | $4,084-68.7% | $4,126-69.0% |
| Admin fee / account holder | $408 | $4,594-91.1% | $5,098-92.0% | $7,339-94.4% |