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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 | $21,199 | $88,672-76.1% | $105,223-79.9% | $82,448-74.3% |
| Participation rate | 71.0% | 67.9%+3.0pp | 75.0%-4.1pp | 68.1%+2.9pp |
| Annual return | 16.62% | 30.86%-14.2pp | 180.65%-164.0pp | 41.64%-25.0pp |
| Employer contribution / active EE | $123 | $3,048-96.0% | $3,689-96.7% | $2,551-95.2% |
| Participant deferral / active EE | $2,700 | $4,036-33.1% | $5,072-46.8% | $4,139-34.8% |
| Admin fee / account holder | $645 | $7,146-91.0% | $8,859-92.7% | $7,234-91.1% |