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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 | $5,047 | $81,504-93.8% | $102,437-95.1% | $80,959-93.8% |
| Participation rate | 80.0% | 66.9%+13.1pp | 74.5%+5.5pp | 67.7%+12.3pp |
| Annual return | 12.87% | 25.60%-12.7pp | 24.95%-12.1pp | 35.67%-22.8pp |
| Employer contribution / active EE | $702 | $3,104-77.4% | $3,871-81.9% | $2,757-74.5% |
| Participant deferral / active EE | $1,802 | $3,871-53.4% | $5,060-64.4% | $4,300-58.1% |
| Admin fee / account holder | $895 | $6,719-86.7% | $8,388-89.3% | $6,925-87.1% |