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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 | $4,591 | $76,407-94.0% | $150,298-96.9% | $82,448-94.4% |
| Participation rate | 75.0% | 66.4%+8.6pp | 77.8%-2.8pp | 68.1%+6.9pp |
| Annual return | 21.27% | 39.99%-18.7pp | 62.79%-41.5pp | 41.64%-20.4pp |
| Employer contribution / active EE | $181 | $2,614-93.1% | $4,154-95.7% | $2,551-92.9% |
| Participant deferral / active EE | $1,075 | $3,214-66.6% | $5,453-80.3% | $4,139-74.0% |
| Admin fee / account holder | $353 | $6,352-94.4% | $14,116-97.5% | $7,234-95.1% |