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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 | $5,855 | $94,031-93.8% | $115,768-94.9% | $82,448-92.9% |
| Participation rate | 72.9% | 70.4%+2.5pp | 74.4%-1.5pp | 68.1%+4.8pp |
| Annual return | 25.50% | 20.61%+4.9pp | 100.46%-75.0pp | 41.64%-16.1pp |
| Employer contribution / active EE | $372 | $2,323-84.0% | $2,940-87.4% | $2,551-85.4% |
| Participant deferral / active EE | $2,183 | $3,972-45.0% | $4,917-55.6% | $4,139-47.3% |
| Admin fee / account holder | $577 | $10,249-94.4% | $12,439-95.4% | $7,234-92.0% |