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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 | $6,336 | $61,125-89.6% | $94,057-93.3% | $87,485-92.8% |
| Participation rate | 77.8% | 64.1%+13.7pp | 73.3%+4.4pp | 68.9%+8.8pp |
| Annual return | 21.58% | 35.20%-13.6pp | 480.62%-459.0pp | 26.06%-4.5pp |
| Employer contribution / active EE | $186 | $2,136-91.3% | $2,933-93.7% | $2,596-92.8% |
| Participant deferral / active EE | $1,084 | $3,260-66.7% | $4,709-77.0% | $4,274-74.6% |
| Admin fee / account holder | $530 | $5,629-90.6% | $7,244-92.7% | $7,775-93.2% |