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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 | $4,152 | $76,407-94.6% | $150,298-97.2% | $82,448-95.0% |
| Participation rate | 84.5% | 66.4%+18.1pp | 77.8%+6.7pp | 68.1%+16.4pp |
| Annual return | 25.20% | 39.99%-14.8pp | 62.79%-37.6pp | 41.64%-16.4pp |
| Employer contribution / active EE | $1 | $2,614-99.9% | $4,154-100.0% | $2,551-99.9% |
| Participant deferral / active EE | $2,041 | $3,214-36.5% | $5,453-62.6% | $4,139-50.7% |
| Admin fee / account holder | $634 | $6,352-90.0% | $14,116-95.5% | $7,234-91.2% |