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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 | $29,372 | $91,559-67.9% | $133,978-78.1% | $79,856-63.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 10.61% | 61.85%-51.2pp | 45.10%-34.5pp | 31.71%-21.1pp |
| Employer contribution / active EE | $3 | $2,384-99.9% | $3,919-99.9% | $2,471-99.9% |
| Participant deferral / active EE | $2,354 | $3,734-36.9% | $5,047-53.4% | $3,741-37.1% |
| Admin fee / account holder | $1,392 | $6,321-78.0% | $8,930-84.4% | $5,306-73.8% |