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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 | $10,137 | $154,209-93.4% | $130,062-92.2% | $139,487-92.7% |
| Participation rate | 83.3% | 82.0%+1.4pp | 78.5%+4.8pp | 80.3%+3.0pp |
| Annual return | 15.17% | 32.52%-17.4pp | -137.37%+152.5pp | 373.84%-358.7pp |
| Employer contribution / active EE | $1,037 | $5,292-80.4% | $4,322-76.0% | $4,755-78.2% |
| Participant deferral / active EE | $3,179 | $6,709-52.6% | $5,821-45.4% | $6,713-52.6% |
| Admin fee / account holder | $3,779 | $13,988-73.0% | $10,601-64.4% | $11,407-66.9% |