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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 | $9,534 | $50,898-81.3% | $171,082-94.4% | $55,167-82.7% |
| Participation rate | 87.1% | 63.3%+23.9pp | 76.7%+10.4pp | 69.0%+18.1pp |
| Annual return | 21.97% | 15.34%+6.6pp | 32.56%-10.6pp | 169.23%-147.3pp |
| Employer contribution / active EE | $1 | $1,433-99.9% | $4,002-100.0% | $1,963-99.9% |
| Participant deferral / active EE | $3,832 | $2,994+28.0% | $4,797-20.1% | $3,054+25.5% |
| Admin fee / account holder | $651 | $500+30.3% | $8,520-92.4% | $504+29.2% |