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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 | $18,192 | $96,731-81.2% | $123,973-85.3% | $86,983-79.1% |
| Participation rate | 87.5% | 70.0%+17.5pp | 76.7%+10.8pp | 69.5%+18.0pp |
| Annual return | 15.86% | 17.33%-1.5pp | 388.13%-372.3pp | 25.83%-10.0pp |
| Employer contribution / active EE | $487 | $3,297-85.2% | $4,126-88.2% | $2,584-81.2% |
| Participant deferral / active EE | $2,048 | $4,152-50.7% | $5,247-61.0% | $4,194-51.2% |
| Admin fee / account holder | $480 | $8,722-94.5% | $11,799-95.9% | $7,856-93.9% |