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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 | $5,461 | $75,541-92.8% | $152,093-96.4% | $82,637-93.4% |
| Participation rate | 76.3% | 66.5%+9.8pp | 77.8%-1.5pp | 68.1%+8.3pp |
| Annual return | 14.34% | 32.56%-18.2pp | 66.36%-52.0pp | 53.51%-39.2pp |
| Employer contribution / active EE | $154 | $2,622-94.1% | $4,175-96.3% | $2,552-94.0% |
| Participant deferral / active EE | $1,290 | $3,206-59.8% | $5,451-76.3% | $4,126-68.7% |
| Admin fee / account holder | $468 | $6,405-92.7% | $14,497-96.8% | $7,339-93.6% |