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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 | $46,688-92.6% | $189,758-98.2% | $69,733-95.0% |
| Participation rate | 72.0% | 61.7%+10.3pp | 79.8%-7.8pp | 62.5%+9.5pp |
| Annual return | 19.63% | 14.35%+5.3pp | 52.62%-33.0pp | 15.22%+4.4pp |
| Employer contribution / active EE | $176 | $1,695-89.6% | $4,767-96.3% | $2,250-92.2% |
| Participant deferral / active EE | $1,023 | $2,143-52.2% | $5,856-82.5% | $3,054-66.5% |
| Admin fee / account holder | $362 | $1,700-78.7% | $20,388-98.2% | $3,102-88.3% |