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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 | $3,474 | $45,343-92.3% | $150,298-97.7% | $67,986-94.9% |
| Participation rate | 72.0% | 51.9%+20.1pp | 77.8%-5.8pp | 57.2%+14.8pp |
| Annual return | 19.63% | 33.28%-13.6pp | 62.79%-43.2pp | 31.67%-12.0pp |
| Employer contribution / active EE | $176 | $1,462-87.9% | $4,154-95.8% | $2,019-91.3% |
| Participant deferral / active EE | $1,023 | $2,055-50.2% | $5,453-81.2% | $3,358-69.5% |
| Admin fee / account holder | $362 | $2,250-83.9% | $14,116-97.4% | $3,203-88.7% |