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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 | $4,433 | $58,627-92.4% | $76,735-94.2% | $82,448-94.6% |
| Participation rate | 72.8% | 63.2%+9.6pp | 69.5%+3.3pp | 68.1%+4.8pp |
| Annual return | 23.63% | 39.10%-15.5pp | 29.77%-6.1pp | 41.64%-18.0pp |
| Employer contribution / active EE | $294 | $1,729-83.0% | $2,454-88.0% | $2,551-88.5% |
| Participant deferral / active EE | $1,746 | $3,134-44.3% | $4,088-57.3% | $4,139-57.8% |
| Admin fee / account holder | $1,281 | $5,323-75.9% | $7,189-82.2% | $7,234-82.3% |