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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 | $5,088 | $73,955-93.1% | $96,520-94.7% | $75,181-93.2% |
| Participation rate | 77.8% | 66.4%+11.4pp | 74.3%+3.4pp | 67.2%+10.6pp |
| Annual return | 22.49% | 26.72%-4.2pp | 35.72%-13.2pp | 160.69%-138.2pp |
| Employer contribution / active EE | $395 | $2,930-86.5% | $3,739-89.4% | $2,671-85.2% |
| Participant deferral / active EE | $1,891 | $3,659-48.3% | $4,879-61.2% | $4,126-54.2% |
| Admin fee / account holder | $924 | $5,217-82.3% | $6,733-86.3% | $5,650-83.6% |