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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 | $4,550 | $65,367-93.0% | $92,915-95.1% | $72,976-93.8% |
| Participation rate | 88.4% | 68.3%+20.1pp | 76.0%+12.4pp | 69.5%+18.9pp |
| Annual return | 22.90% | 42.11%-19.2pp | 109.45%-86.5pp | 81.02%-58.1pp |
| Employer contribution / active EE | $484 | $2,594-81.3% | $3,653-86.7% | $2,440-80.1% |
| Participant deferral / active EE | $1,309 | $3,128-58.2% | $4,238-69.1% | $3,608-63.7% |
| Admin fee / account holder | $357 | $4,251-91.6% | $5,796-93.8% | $5,124-93.0% |