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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 | $93,345-83.0% | $119,126-86.6% | $87,485-81.8% |
| Participation rate | 86.4% | 68.7%+17.6pp | 75.8%+10.6pp | 68.9%+17.4pp |
| Annual return | 17.76% | 19.08%-1.3pp | 282.11%-264.3pp | 26.06%-8.3pp |
| Employer contribution / active EE | $367 | $3,172-88.4% | $4,034-90.9% | $2,596-85.9% |
| Participant deferral / active EE | $2,189 | $4,099-46.6% | $5,318-58.8% | $4,274-48.8% |
| Admin fee / account holder | $2,089 | $8,039-74.0% | $10,693-80.5% | $7,775-73.1% |