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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 | $8,856 | $81,358-89.1% | $155,556-94.3% | $80,959-89.1% |
| Participation rate | 85.4% | 66.3%+19.2pp | 78.2%+7.2pp | 67.7%+17.7pp |
| Annual return | 12.22% | 33.39%-21.2pp | 64.84%-52.6pp | 35.67%-23.5pp |
| Employer contribution / active EE | $208 | $3,106-93.3% | $4,675-95.5% | $2,757-92.4% |
| Participant deferral / active EE | $1,316 | $3,455-61.9% | $5,631-76.6% | $4,300-69.4% |
| Admin fee / account holder | $1,159 | $7,994-85.5% | $15,885-92.7% | $6,925-83.3% |