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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 | $2,279 | $58,848-96.1% | $88,179-97.4% | $82,637-97.2% |
| Participation rate | 72.7% | 57.9%+14.8pp | 69.1%+3.6pp | 68.1%+4.7pp |
| Annual return | 17.05% | 22.76%-5.7pp | 64.97%-47.9pp | 53.51%-36.5pp |
| Employer contribution / active EE | $139 | $1,678-91.7% | $2,549-94.5% | $2,552-94.5% |
| Participant deferral / active EE | $793 | $3,124-74.6% | $4,614-82.8% | $4,126-80.8% |
| Admin fee / account holder | $985 | $4,795-79.5% | $7,673-87.2% | $7,339-86.6% |