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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 | $5,681 | $63,809-91.1% | $81,353-93.0% | $80,935-93.0% |
| Participation rate | 95.1% | 63.9%+31.2pp | 69.5%+25.6pp | 67.7%+27.5pp |
| Annual return | 10.32% | 16.37%-6.1pp | 24.82%-14.5pp | 35.66%-25.3pp |
| Employer contribution / active EE | $159 | $1,981-92.0% | $2,464-93.5% | $2,757-94.2% |
| Participant deferral / active EE | $1,556 | $3,093-49.7% | $3,885-60.0% | $4,299-63.8% |
| Admin fee / account holder | $1,119 | $5,686-80.3% | $5,766-80.6% | $6,924-83.8% |