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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 | $8,160 | $82,028-90.1% | $123,105-93.4% | $59,633-86.3% |
| Participation rate | 84.0% | 83.2%+0.8pp | 86.8%-2.8pp | 68.7%+15.3pp |
| Annual return | -1.31% | 5.12%-6.4pp | 13.22%-14.5pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $631 | $3,297-80.9% | $5,151-87.7% | $2,203-71.3% |
| Participant deferral / active EE | $3,152 | $4,667-32.5% | $6,229-49.4% | $3,192-1.2% |
| Admin fee / account holder | $1,172 | $5,879-80.1% | $9,014-87.0% | $4,297-72.7% |