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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 | $74,535-94.5% | $100,712-95.9% | $82,637-95.0% |
| Participation rate | 82.7% | 61.2%+21.5pp | 69.3%+13.4pp | 68.1%+14.6pp |
| Annual return | 24.85% | 18.92%+5.9pp | 33.27%-8.4pp | 53.51%-28.7pp |
| Employer contribution / active EE | $313 | $1,503-79.2% | $2,313-86.5% | $2,552-87.7% |
| Participant deferral / active EE | $1,642 | $3,074-46.6% | $4,085-59.8% | $4,126-60.2% |
| Admin fee / account holder | $487 | $6,576-92.6% | $9,256-94.7% | $7,339-93.4% |