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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 | $3,550 | $77,920-95.4% | $149,723-97.6% | $75,177-95.3% |
| Participation rate | 90.3% | 65.6%+24.7pp | 78.8%+11.5pp | 67.2%+23.1pp |
| Annual return | 28.29% | 31.72%-3.4pp | 134.50%-106.2pp | 160.75%-132.5pp |
| Employer contribution / active EE | $101 | $3,138-96.8% | $4,821-97.9% | $2,671-96.2% |
| Participant deferral / active EE | $2,035 | $3,411-40.4% | $5,682-64.2% | $4,126-50.7% |
| Admin fee / account holder | $598 | $5,951-90.0% | $13,215-95.5% | $5,651-89.4% |