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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 | $7,130 | $67,602-89.5% | $82,312-91.3% | $70,126-89.8% |
| Participation rate | 89.2% | 72.8%+16.4pp | 76.9%+12.3pp | 69.5%+19.6pp |
| Annual return | 18.18% | 21.57%-3.4pp | 25.88%-7.7pp | 73.15%-55.0pp |
| Employer contribution / active EE | $247 | $1,755-85.9% | $2,428-89.8% | $2,343-89.5% |
| Participant deferral / active EE | $1,650 | $2,987-44.8% | $3,706-55.5% | $3,332-50.5% |
| Admin fee / account holder | $1,863 | $4,512-58.7% | $5,608-66.8% | $4,645-59.9% |