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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 | $5,331 | $78,690-93.2% | $161,489-96.7% | $87,485-93.9% |
| Participation rate | 88.3% | 67.5%+20.9pp | 78.7%+9.6pp | 68.9%+19.4pp |
| Annual return | 24.54% | 32.74%-8.2pp | 89.72%-65.2pp | 26.06%-1.5pp |
| Employer contribution / active EE | $191 | $2,588-92.6% | $4,268-95.5% | $2,596-92.7% |
| Participant deferral / active EE | $2,419 | $3,311-26.9% | $5,630-57.0% | $4,274-43.4% |
| Admin fee / account holder | $349 | $6,724-94.8% | $16,006-97.8% | $7,775-95.5% |