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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 | $52,682-92.6% | $78,004-95.0% | $64,097-93.9% |
| Participation rate | 71.3% | 47.7%+23.6pp | 69.4%+1.8pp | 55.2%+16.1pp |
| Annual return | 22.19% | 22.45%-0.3pp | 31.07%-8.9pp | 34.64%-12.5pp |
| Employer contribution / active EE | $250 | $1,323-81.1% | $2,469-89.9% | $1,891-86.8% |
| Participant deferral / active EE | $1,081 | $2,346-53.9% | $4,092-73.6% | $3,080-64.9% |
| Admin fee / account holder | $693 | $5,420-87.2% | $7,578-90.9% | $3,454-79.9% |