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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 | $15,915 | $88,672-82.1% | $105,223-84.9% | $82,448-80.7% |
| Participation rate | 86.4% | 67.9%+18.4pp | 75.0%+11.3pp | 68.1%+18.3pp |
| Annual return | 17.76% | 30.86%-13.1pp | 180.65%-162.9pp | 41.64%-23.9pp |
| Employer contribution / active EE | $367 | $3,048-88.0% | $3,689-90.1% | $2,551-85.6% |
| Participant deferral / active EE | $2,189 | $4,036-45.8% | $5,072-56.8% | $4,139-47.1% |
| Admin fee / account holder | $2,089 | $7,146-70.8% | $8,859-76.4% | $7,234-71.1% |