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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 | $2,371 | $59,440-96.0% | $78,004-97.0% | $82,637-97.1% |
| Participation rate | 78.6% | 62.8%+15.8pp | 69.4%+9.1pp | 68.1%+10.5pp |
| Annual return | 18.10% | 40.24%-22.1pp | 31.07%-13.0pp | 53.51%-35.4pp |
| Employer contribution / active EE | $335 | $1,750-80.9% | $2,469-86.4% | $2,552-86.9% |
| Participant deferral / active EE | $1,115 | $3,138-64.5% | $4,092-72.8% | $4,126-73.0% |
| Admin fee / account holder | $1,116 | $5,504-79.7% | $7,578-85.3% | $7,339-84.8% |