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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 | $15,047 | $98,766-84.8% | $149,730-90.0% | $79,852-81.2% |
| Participation rate | 80.6% | 75.8%+4.9pp | 82.5%-1.8pp | 69.6%+11.0pp |
| Annual return | 16.40% | 27.43%-11.0pp | 276.70%-260.3pp | 31.72%-15.3pp |
| Employer contribution / active EE | $105 | $3,217-96.7% | $4,645-97.7% | $2,471-95.7% |
| Participant deferral / active EE | $2,739 | $5,681-51.8% | $6,843-60.0% | $3,740-26.8% |
| Admin fee / account holder | $600 | $6,052-90.1% | $9,310-93.6% | $5,306-88.7% |