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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 | $3,686 | $81,358-95.5% | $155,556-97.6% | $80,959-95.4% |
| Participation rate | 85.5% | 66.3%+19.3pp | 78.2%+7.3pp | 67.7%+17.9pp |
| Annual return | 101.85% | 33.39%+68.5pp | 64.84%+37.0pp | 35.67%+66.2pp |
| Employer contribution / active EE | $65 | $3,106-97.9% | $4,675-98.6% | $2,757-97.6% |
| Participant deferral / active EE | $999 | $3,455-71.1% | $5,631-82.3% | $4,300-76.8% |
| Admin fee / account holder | $513 | $7,994-93.6% | $15,885-96.8% | $6,925-92.6% |