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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 | $93,345-77.3% | $119,126-82.2% | $87,485-75.8% |
| Participation rate | 71.0% | 68.7%+2.2pp | 75.8%-4.8pp | 68.9%+2.0pp |
| Annual return | 16.62% | 19.08%-2.5pp | 282.11%-265.5pp | 26.06%-9.4pp |
| Employer contribution / active EE | $123 | $3,172-96.1% | $4,034-96.9% | $2,596-95.2% |
| Participant deferral / active EE | $2,700 | $4,099-34.1% | $5,318-49.2% | $4,274-36.8% |
| Admin fee / account holder | $645 | $8,039-92.0% | $10,693-94.0% | $7,775-91.7% |