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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 | $10,373 | $175,036-94.1% | $96,576-89.3% | - |
| Participation rate | 77.8% | 60.2%+17.6pp | 81.4%-3.7pp | - |
| Annual return | 19.55% | 15.04%+4.5pp | 38.47%-18.9pp | - |
| Employer contribution / active EE | $288 | $1,949-85.2% | $3,553-91.9% | - |
| Participant deferral / active EE | $2,518 | $3,720-32.3% | $7,956-68.4% | - |
| Admin fee / account holder | $1,309 | $23,923-94.5% | $11,381-88.5% | - |