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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 | $7,420 | $81,276-90.9% | $155,574-95.2% | $80,925-90.8% |
| Participation rate | 81.6% | 66.2%+15.4pp | 78.2%+3.4pp | 67.7%+14.0pp |
| Annual return | 15.28% | 33.36%-18.1pp | 64.87%-49.6pp | 35.65%-20.4pp |
| Employer contribution / active EE | $297 | $3,103-90.4% | $4,676-93.6% | $2,756-89.2% |
| Participant deferral / active EE | $2,031 | $3,453-41.2% | $5,629-63.9% | $4,299-52.7% |
| Admin fee / account holder | $307 | $7,993-96.2% | $15,914-98.1% | $6,940-95.6% |