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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 | $1,752 | $76,407-97.7% | $150,298-98.8% | $82,448-97.9% |
| Participation rate | 83.9% | 66.4%+17.5pp | 77.8%+6.1pp | 68.1%+15.8pp |
| Annual return | 22.46% | 39.99%-17.5pp | 62.79%-40.3pp | 41.64%-19.2pp |
| Employer contribution / active EE | $299 | $2,614-88.6% | $4,154-92.8% | $2,551-88.3% |
| Participant deferral / active EE | $1,184 | $3,214-63.2% | $5,453-78.3% | $4,139-71.4% |
| Admin fee / account holder | $950 | $6,352-85.0% | $14,116-93.3% | $7,234-86.9% |