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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 | $5,581 | $110,379-94.9% | $102,412-94.6% | $145,884-96.2% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 10.07% | 24.84%-14.8pp | 24.94%-14.9pp | 551.85%-541.8pp |
| Employer contribution / active EE | $57 | $4,216-98.6% | $3,870-98.5% | $4,662-98.8% |
| Participant deferral / active EE | $4,867 | $5,622-13.4% | $5,060-3.8% | $6,690-27.2% |
| Admin fee / account holder | $540 | $9,745-94.5% | $8,388-93.6% | $13,392-96.0% |