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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 | $24,772 | $98,776-74.9% | $149,745-83.5% | $79,856-69.0% |
| Participation rate | 74.2% | 75.8%-1.6pp | 82.5%-8.3pp | 69.6%+4.6pp |
| Annual return | 15.15% | 27.38%-12.2pp | 276.72%-261.6pp | 31.71%-16.6pp |
| Employer contribution / active EE | $568 | $3,217-82.3% | $4,646-87.8% | $2,471-77.0% |
| Participant deferral / active EE | $5,414 | $5,681-4.7% | $6,843-20.9% | $3,741+44.7% |
| Admin fee / account holder | $3,751 | $6,053-38.0% | $9,312-59.7% | $5,306-29.3% |