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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 | $10,109 | $98,766-89.8% | $149,730-93.2% | $79,852-87.3% |
| Participation rate | 72.6% | 75.8%-3.2pp | 82.5%-9.9pp | 69.6%+3.0pp |
| Annual return | 35.42% | 27.43%+8.0pp | 276.70%-241.3pp | 31.72%+3.7pp |
| Employer contribution / active EE | $102 | $3,217-96.8% | $4,645-97.8% | $2,471-95.9% |
| Participant deferral / active EE | $2,832 | $5,681-50.1% | $6,843-58.6% | $3,740-24.3% |
| Admin fee / account holder | $1,644 | $6,052-72.8% | $9,310-82.3% | $5,306-69.0% |