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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 | $4,969 | $69,444-92.8% | $92,985-94.7% | $87,485-94.3% |
| Participation rate | 81.6% | 63.3%+18.3pp | 69.5%+12.1pp | 68.9%+12.6pp |
| Annual return | 17.70% | 23.85%-6.1pp | 27.99%-10.3pp | 26.06%-8.4pp |
| Employer contribution / active EE | $19 | $1,917-99.0% | $2,662-99.3% | $2,596-99.3% |
| Participant deferral / active EE | $1,395 | $3,364-58.5% | $4,377-68.1% | $4,274-67.4% |
| Admin fee / account holder | $908 | $6,137-85.2% | $9,463-90.4% | $7,775-88.3% |