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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 | $6,026 | $81,276-92.6% | $155,574-96.1% | $80,925-92.6% |
| Participation rate | 86.4% | 66.2%+20.1pp | 78.2%+8.2pp | 67.7%+18.7pp |
| Annual return | 18.97% | 33.36%-14.4pp | 64.87%-45.9pp | 35.65%-16.7pp |
| Employer contribution / active EE | $89 | $3,103-97.1% | $4,676-98.1% | $2,756-96.8% |
| Participant deferral / active EE | $3,900 | $3,453+12.9% | $5,629-30.7% | $4,299-9.3% |
| Admin fee / account holder | $578 | $7,993-92.8% | $15,914-96.4% | $6,940-91.7% |