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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 | $75,541-97.7% | $152,093-98.8% | $82,637-97.9% |
| Participation rate | 83.9% | 66.5%+17.4pp | 77.8%+6.1pp | 68.1%+15.9pp |
| Annual return | 22.46% | 32.56%-10.1pp | 66.36%-43.9pp | 53.51%-31.0pp |
| Employer contribution / active EE | $299 | $2,622-88.6% | $4,175-92.8% | $2,552-88.3% |
| Participant deferral / active EE | $1,184 | $3,206-63.1% | $5,451-78.3% | $4,126-71.3% |
| Admin fee / account holder | $950 | $6,405-85.2% | $14,497-93.4% | $7,339-87.1% |