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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 | $2,954 | $102,595-97.1% | $94,057-96.9% | $154,746-98.1% |
| Participation rate | 73.7% | 76.0%-2.3pp | 73.3%+0.3pp | 80.7%-7.0pp |
| Annual return | 23.43% | 583.42%-560.0pp | 480.62%-457.2pp | 172.34%-148.9pp |
| Employer contribution / active EE | $3 | $3,147-99.9% | $2,933-99.9% | $4,379-99.9% |
| Participant deferral / active EE | $1,132 | $5,118-77.9% | $4,709-76.0% | $6,730-83.2% |
| Admin fee / account holder | $428 | $7,736-94.5% | $7,244-94.1% | $14,365-97.0% |