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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 | $5,614 | $81,262-93.1% | $155,602-96.4% | $80,911-93.1% |
| Participation rate | 94.1% | 66.2%+27.9pp | 78.2%+15.9pp | 67.6%+26.5pp |
| Annual return | 26.81% | 33.34%-6.5pp | 64.81%-38.0pp | 35.63%-8.8pp |
| Employer contribution / active EE | $356 | $3,102-88.5% | $4,675-92.4% | $2,756-87.1% |
| Participant deferral / active EE | $2,262 | $3,451-34.5% | $5,629-59.8% | $4,297-47.4% |
| Admin fee / account holder | $1,047 | $7,992-86.9% | $15,923-93.4% | $6,935-84.9% |