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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 | $81,331-93.1% | $155,534-96.4% | $80,935-93.1% |
| Participation rate | 94.1% | 66.3%+27.9pp | 78.2%+15.9pp | 67.7%+26.5pp |
| Annual return | 26.81% | 33.37%-6.6pp | 64.92%-38.1pp | 35.66%-8.9pp |
| Employer contribution / active EE | $356 | $3,105-88.5% | $4,675-92.4% | $2,757-87.1% |
| Participant deferral / active EE | $2,262 | $3,454-34.5% | $5,630-59.8% | $4,299-47.4% |
| Admin fee / account holder | $1,047 | $7,999-86.9% | $15,900-93.4% | $6,924-84.9% |