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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 | $8,535 | $117,904-92.8% | $102,457-91.7% | $145,978-94.2% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.9pp |
| Annual return | 11.21% | 31.80%-20.6pp | 29.41%-18.2pp | 550.52%-539.3pp |
| Employer contribution / active EE | $21 | $3,613-99.4% | $3,022-99.3% | $4,662-99.6% |
| Participant deferral / active EE | $2,287 | $5,733-60.1% | $5,054-54.7% | $6,690-65.8% |
| Admin fee / account holder | $1,517 | $13,329-88.6% | $9,451-83.9% | $13,400-88.7% |