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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 | $9,213 | $86,940-89.4% | $102,434-91.0% | $80,935-88.6% |
| Participation rate | 98.4% | 72.4%+26.0pp | 76.5%+21.9pp | 67.7%+30.8pp |
| Annual return | 16.03% | 18.89%-2.9pp | 29.46%-13.4pp | 35.66%-19.6pp |
| Employer contribution / active EE | $67 | $2,370-97.2% | $3,023-97.8% | $2,757-97.6% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,055-100.0% | $4,299-100.0% |
| Admin fee / account holder | $381 | $8,047-95.3% | $9,462-96.0% | $6,924-94.5% |