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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 | $8,242 | $73,107-88.7% | $114,563-92.8% | $87,485-90.6% |
| Participation rate | 83.0% | 65.8%+17.2pp | 72.9%+10.1pp | 68.9%+14.1pp |
| Annual return | 18.99% | 19.47%-0.5pp | 241.09%-222.1pp | 26.06%-7.1pp |
| Employer contribution / active EE | $261 | $1,881-86.1% | $2,592-89.9% | $2,596-90.0% |
| Participant deferral / active EE | $1,694 | $3,144-46.1% | $4,142-59.1% | $4,274-60.4% |
| Admin fee / account holder | $415 | $5,770-92.8% | $7,623-94.6% | $7,775-94.7% |