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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 | $1,786 | $75,541-97.6% | $152,093-98.8% | $82,637-97.8% |
| Participation rate | 77.0% | 66.5%+10.5pp | 77.8%-0.7pp | 68.1%+9.0pp |
| Annual return | 53.59% | 32.56%+21.0pp | 66.36%-12.8pp | 53.51%+0.1pp |
| Employer contribution / active EE | $269 | $2,622-89.8% | $4,175-93.6% | $2,552-89.5% |
| Participant deferral / active EE | $896 | $3,206-72.0% | $5,451-83.6% | $4,126-78.3% |
| Admin fee / account holder | $598 | $6,405-90.7% | $14,497-95.9% | $7,339-91.9% |