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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 | $6,643 | $81,504-91.8% | $102,437-93.5% | $80,959-91.8% |
| Participation rate | 98.1% | 66.9%+31.3pp | 74.5%+23.6pp | 67.7%+30.4pp |
| Annual return | 10.75% | 25.60%-14.8pp | 24.95%-14.2pp | 35.67%-24.9pp |
| Employer contribution / active EE | $73 | $3,104-97.6% | $3,871-98.1% | $2,757-97.3% |
| Participant deferral / active EE | $1,602 | $3,871-58.6% | $5,060-68.3% | $4,300-62.7% |
| Admin fee / account holder | $2,680 | $6,719-60.1% | $8,388-68.1% | $6,925-61.3% |