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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 | $7,116 | $78,707-91.0% | $117,861-94.0% | $70,126-89.9% |
| Participation rate | 83.9% | 73.2%+10.7pp | 79.7%+4.2pp | 69.5%+14.3pp |
| Annual return | 16.83% | 23.30%-6.5pp | 335.11%-318.3pp | 73.15%-56.3pp |
| Employer contribution / active EE | $398 | $2,223-82.1% | $3,786-89.5% | $2,343-83.0% |
| Participant deferral / active EE | $1,951 | $3,297-40.8% | $4,482-56.5% | $3,332-41.4% |
| Admin fee / account holder | $351 | $5,066-93.1% | $8,021-95.6% | $4,645-92.4% |