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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 | $22,801 | $69,977-67.4% | $108,582-79.0% | $62,881-63.7% |
| Participation rate | 91.5% | 72.9%+18.6pp | 79.6%+12.0pp | 69.3%+22.2pp |
| Annual return | 5.05% | 10.73%-5.7pp | -51.70%+56.8pp | 20.14%-15.1pp |
| Employer contribution / active EE | $436 | $2,135-79.6% | $3,758-88.4% | $2,281-80.9% |
| Participant deferral / active EE | $2,179 | $3,165-31.2% | $4,311-49.5% | $3,203-32.0% |
| Admin fee / account holder | $1,040 | $5,076-79.5% | $7,645-86.4% | $4,296-75.8% |