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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 | $59,440-91.6% | $78,004-93.6% | $82,637-94.0% |
| Participation rate | 81.6% | 62.8%+18.8pp | 69.4%+12.1pp | 68.1%+13.5pp |
| Annual return | 17.70% | 40.24%-22.5pp | 31.07%-13.4pp | 53.51%-35.8pp |
| Employer contribution / active EE | $19 | $1,750-98.9% | $2,469-99.2% | $2,552-99.3% |
| Participant deferral / active EE | $1,395 | $3,138-55.6% | $4,092-65.9% | $4,126-66.2% |
| Admin fee / account holder | $908 | $5,504-83.5% | $7,578-88.0% | $7,339-87.6% |