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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 | $2,167 | $56,063-96.1% | $76,051-97.2% | $80,911-97.3% |
| Participation rate | 73.9% | 62.0%+11.9pp | 69.1%+4.8pp | 67.6%+6.3pp |
| Annual return | 20.32% | 20.54%-0.2pp | 360.42%-340.1pp | 35.63%-15.3pp |
| Employer contribution / active EE | $349 | $1,874-81.4% | $2,690-87.0% | $2,756-87.3% |
| Participant deferral / active EE | $1,308 | $3,052-57.2% | $4,257-69.3% | $4,297-69.6% |
| Admin fee / account holder | $869 | $5,240-83.4% | $6,416-86.5% | $6,935-87.5% |