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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 | $1,712 | $24,891-93.1% | $69,623-97.5% | $74,459-97.7% |
| Participation rate | 82.1% | 63.4%+18.7pp | 66.4%+15.7pp | 67.2%+14.9pp |
| Annual return | 16.79% | 18.53%-1.7pp | 101.23%-84.4pp | 1369.70%-1352.9pp |
| Employer contribution / active EE | $196 | $1,005-80.5% | $1,709-88.5% | $2,626-92.5% |
| Participant deferral / active EE | $836 | $1,908-56.2% | $2,890-71.1% | $4,350-80.8% |
| Admin fee / account holder | $368 | $1,904-80.7% | $4,696-92.2% | $1,945-81.1% |