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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 | $26,053 | $108,825-76.1% | $156,181-83.3% | $82,448-68.4% |
| Participation rate | 73.3% | 72.4%+1.0pp | 78.8%-5.5pp | 68.1%+5.3pp |
| Annual return | 18.08% | 20.59%-2.5pp | 64.87%-46.8pp | 41.64%-23.6pp |
| Employer contribution / active EE | $771 | $2,870-73.1% | $4,294-82.0% | $2,551-69.8% |
| Participant deferral / active EE | $3,629 | $4,577-20.7% | $6,132-40.8% | $4,139-12.3% |
| Admin fee / account holder | $2,396 | $9,341-74.4% | $14,586-83.6% | $7,234-66.9% |