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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 | $5,228 | $77,896-93.3% | $134,172-96.1% | $82,448-93.7% |
| Participation rate | 87.1% | 62.8%+24.3pp | 72.5%+14.6pp | 68.1%+19.0pp |
| Annual return | 25.21% | 18.21%+7.0pp | 25.30%-0.1pp | 41.64%-16.4pp |
| Employer contribution / active EE | $486 | $2,159-77.5% | $3,420-85.8% | $2,551-80.9% |
| Participant deferral / active EE | $2,488 | $3,162-21.3% | $4,690-46.9% | $4,139-39.9% |
| Admin fee / account holder | $355 | $6,336-94.4% | $12,016-97.0% | $7,234-95.1% |