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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 | $2,360 | $48,337-95.1% | $67,560-96.5% | $80,959-97.1% |
| Participation rate | 77.9% | 66.4%+11.5pp | 72.9%+5.0pp | 67.7%+10.3pp |
| Annual return | 12.68% | 18.26%-5.6pp | 3533.50%-3520.8pp | 35.67%-23.0pp |
| Employer contribution / active EE | $160 | $2,023-92.1% | $2,737-94.1% | $2,757-94.2% |
| Participant deferral / active EE | $1,255 | $2,928-57.1% | $4,004-68.7% | $4,300-70.8% |
| Admin fee / account holder | $366 | $3,695-90.1% | $3,994-90.8% | $6,925-94.7% |