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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 | $12,041 | $91,198-86.8% | $178,503-93.3% | $79,856-84.9% |
| Participation rate | 80.0% | 69.2%+10.8pp | 81.9%-1.9pp | 69.6%+10.4pp |
| Annual return | 14.58% | 24.20%-9.6pp | 151.12%-136.5pp | 31.71%-17.1pp |
| Employer contribution / active EE | $320 | $3,257-90.2% | $5,011-93.6% | $2,471-87.1% |
| Participant deferral / active EE | $1,623 | $3,237-49.8% | $5,202-68.8% | $3,741-56.6% |
| Admin fee / account holder | $789 | $6,748-88.3% | $13,987-94.4% | $5,306-85.1% |