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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 | $27,705 | $78,707-64.8% | $117,861-76.5% | $70,126-60.5% |
| Participation rate | 92.6% | 73.2%+19.4pp | 79.7%+12.9pp | 69.5%+23.1pp |
| Annual return | 17.44% | 23.30%-5.9pp | 335.11%-317.7pp | 73.15%-55.7pp |
| Employer contribution / active EE | $433 | $2,223-80.5% | $3,786-88.6% | $2,343-81.5% |
| Participant deferral / active EE | $2,141 | $3,297-35.1% | $4,482-52.2% | $3,332-35.7% |
| Admin fee / account holder | $434 | $5,066-91.4% | $8,021-94.6% | $4,645-90.7% |