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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 | $58,627-91.5% | $76,735-93.5% | $82,448-94.0% |
| Participation rate | 81.6% | 63.2%+18.4pp | 69.5%+12.1pp | 68.1%+13.5pp |
| Annual return | 17.70% | 39.10%-21.4pp | 29.77%-12.1pp | 41.64%-23.9pp |
| Employer contribution / active EE | $19 | $1,729-98.9% | $2,454-99.2% | $2,551-99.3% |
| Participant deferral / active EE | $1,395 | $3,134-55.5% | $4,088-65.9% | $4,139-66.3% |
| Admin fee / account holder | $908 | $5,323-82.9% | $7,189-87.4% | $7,234-87.5% |