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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 | $17,734 | $51,708-65.7% | $106,619-83.4% | $62,881-71.8% |
| Participation rate | 100.0% | 66.9%+33.1pp | 78.0%+22.0pp | 69.3%+30.7pp |
| Annual return | 14.34% | 4.69%+9.7pp | 9.42%+4.9pp | 20.14%-5.8pp |
| Employer contribution / active EE | $377 | $1,764-78.6% | $3,947-90.4% | $2,281-83.5% |
| Participant deferral / active EE | $0 | $2,315-100.0% | $3,930-100.0% | $3,203-100.0% |
| Admin fee / account holder | $440 | $3,349-86.9% | $6,418-93.1% | $4,296-89.8% |