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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 | $8,844 | $86,288-89.8% | $111,306-92.1% | $85,851-89.7% |
| Participation rate | 76.7% | 73.3%+3.4pp | 77.3%-0.6pp | 69.3%+7.4pp |
| Annual return | 17.31% | 19.99%-2.7pp | 54.67%-37.4pp | 318.63%-301.3pp |
| Employer contribution / active EE | $455 | $2,044-77.8% | $2,732-83.4% | $2,565-82.3% |
| Participant deferral / active EE | $2,000 | $3,641-45.1% | $4,488-55.4% | $3,952-49.4% |
| Admin fee / account holder | $326 | $8,189-96.0% | $7,966-95.9% | $6,261-94.8% |