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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 | $1,913 | $84,236-97.7% | $170,435-98.9% | $70,126-97.3% |
| Participation rate | 92.3% | 70.8%+21.5pp | 83.6%+8.7pp | 69.5%+22.8pp |
| Annual return | 18.50% | 23.06%-4.6pp | 205.94%-187.4pp | 73.15%-54.6pp |
| Employer contribution / active EE | $316 | $3,387-90.7% | $5,432-94.2% | $2,343-86.5% |
| Participant deferral / active EE | $1,278 | $3,086-58.6% | $4,939-74.1% | $3,332-61.7% |
| Admin fee / account holder | $1,034 | $5,698-81.9% | $13,881-92.6% | $4,645-77.8% |