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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 | $5,672 | $73,955-92.3% | $96,520-94.1% | $75,181-92.5% |
| Participation rate | 94.6% | 66.4%+28.2pp | 74.3%+20.3pp | 67.2%+27.4pp |
| Annual return | 14.36% | 26.72%-12.4pp | 35.72%-21.4pp | 160.69%-146.3pp |
| Employer contribution / active EE | $677 | $2,930-76.9% | $3,739-81.9% | $2,671-74.6% |
| Participant deferral / active EE | $1,653 | $3,659-54.8% | $4,879-66.1% | $4,126-59.9% |
| Admin fee / account holder | $401 | $5,217-92.3% | $6,733-94.0% | $5,650-92.9% |