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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 | $7,865 | $71,230-89.0% | $93,727-91.6% | $80,959-90.3% |
| Participation rate | 73.2% | 60.4%+12.8pp | 68.7%+4.5pp | 67.7%+5.6pp |
| Annual return | 78.36% | 11.26%+67.1pp | 133.83%-55.5pp | 35.67%+42.7pp |
| Employer contribution / active EE | $162 | $1,565-89.6% | $2,421-93.3% | $2,757-94.1% |
| Participant deferral / active EE | $4,500 | $4,037+11.5% | $4,417+1.9% | $4,300+4.6% |
| Admin fee / account holder | $391 | $6,961-94.4% | $8,292-95.3% | $6,925-94.4% |