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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 | $4,673 | $81,331-94.3% | $155,534-97.0% | $80,935-94.2% |
| Participation rate | 96.2% | 66.3%+29.9pp | 78.2%+17.9pp | 67.7%+28.5pp |
| Annual return | 12.24% | 33.37%-21.1pp | 64.92%-52.7pp | 35.66%-23.4pp |
| Employer contribution / active EE | $261 | $3,105-91.6% | $4,675-94.4% | $2,757-90.5% |
| Participant deferral / active EE | $1,655 | $3,454-52.1% | $5,630-70.6% | $4,299-61.5% |
| Admin fee / account holder | $607 | $7,999-92.4% | $15,900-96.2% | $6,924-91.2% |