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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 | $3,890 | $55,932-93.0% | $76,735-94.9% | $67,986-94.3% |
| Participation rate | 71.3% | 50.8%+20.5pp | 69.5%+1.8pp | 57.2%+14.1pp |
| Annual return | 22.19% | 23.10%-0.9pp | 29.77%-7.6pp | 31.67%-9.5pp |
| Employer contribution / active EE | $250 | $1,487-83.2% | $2,454-89.8% | $2,019-87.6% |
| Participant deferral / active EE | $1,081 | $2,558-57.8% | $4,088-73.6% | $3,358-67.8% |
| Admin fee / account holder | $693 | $4,907-85.9% | $7,189-90.4% | $3,203-78.4% |