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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 | $8,541 | $77,920-89.0% | $149,723-94.3% | $75,177-88.6% |
| Participation rate | 70.6% | 65.6%+5.0pp | 78.8%-8.2pp | 67.2%+3.4pp |
| Annual return | 22.20% | 31.72%-9.5pp | 134.50%-112.3pp | 160.75%-138.6pp |
| Employer contribution / active EE | $370 | $3,138-88.2% | $4,821-92.3% | $2,671-86.2% |
| Participant deferral / active EE | $2,072 | $3,411-39.3% | $5,682-63.5% | $4,126-49.8% |
| Admin fee / account holder | $928 | $5,951-84.4% | $13,215-93.0% | $5,651-83.6% |