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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 | $4,098 | $76,834-94.7% | $108,359-96.2% | $87,485-95.3% |
| Participation rate | 82.7% | 61.7%+20.9pp | 70.1%+12.5pp | 68.9%+13.7pp |
| Annual return | 24.85% | 19.09%+5.8pp | 36.89%-12.0pp | 26.06%-1.2pp |
| Employer contribution / active EE | $313 | $1,556-79.9% | $2,399-87.0% | $2,596-88.0% |
| Participant deferral / active EE | $1,642 | $3,100-47.0% | $4,137-60.3% | $4,274-61.6% |
| Admin fee / account holder | $487 | $6,537-92.5% | $9,741-95.0% | $7,775-93.7% |