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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 | $73,787-94.4% | $98,716-95.8% | $82,448-95.0% |
| Participation rate | 82.7% | 61.4%+21.3pp | 69.3%+13.4pp | 68.1%+14.6pp |
| Annual return | 24.85% | 18.57%+6.3pp | 31.81%-7.0pp | 41.64%-16.8pp |
| Employer contribution / active EE | $313 | $1,511-79.3% | $2,279-86.3% | $2,551-87.7% |
| Participant deferral / active EE | $1,642 | $3,081-46.7% | $4,048-59.4% | $4,139-60.3% |
| Admin fee / account holder | $487 | $6,500-92.5% | $8,703-94.4% | $7,234-93.3% |