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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 | $3,713 | $81,358-95.4% | $155,556-97.6% | $80,959-95.4% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 10.77% | 33.39%-22.6pp | 64.84%-54.1pp | 35.67%-24.9pp |
| Employer contribution / active EE | $150 | $3,106-95.2% | $4,675-96.8% | $2,757-94.5% |
| Participant deferral / active EE | $959 | $3,455-72.3% | $5,631-83.0% | $4,300-77.7% |
| Admin fee / account holder | $372 | $7,994-95.3% | $15,885-97.7% | $6,925-94.6% |