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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 | $1,634 | $19,646-91.7% | $71,585-97.7% | $64,097-97.5% |
| Participation rate | 82.2% | 64.7%+17.5pp | 68.2%+14.0pp | 55.2%+27.0pp |
| Annual return | 20.63% | 36.81%-16.2pp | 59.26%-38.6pp | 34.64%-14.0pp |
| Employer contribution / active EE | $125 | $713-82.4% | $1,669-92.5% | $1,891-93.4% |
| Participant deferral / active EE | $1,102 | $1,665-33.8% | $2,923-62.3% | $3,080-64.2% |
| Admin fee / account holder | $606 | $1,850-67.2% | $4,712-87.1% | $3,454-82.4% |