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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 | $7,002 | $78,690-91.1% | $161,489-95.7% | $87,485-92.0% |
| Participation rate | 88.0% | 67.5%+20.5pp | 78.7%+9.3pp | 68.9%+19.1pp |
| Annual return | 13.77% | 32.74%-19.0pp | 89.72%-75.9pp | 26.06%-12.3pp |
| Employer contribution / active EE | $25 | $2,588-99.0% | $4,268-99.4% | $2,596-99.0% |
| Participant deferral / active EE | $1,722 | $3,311-48.0% | $5,630-69.4% | $4,274-59.7% |
| Admin fee / account holder | $899 | $6,724-86.6% | $16,006-94.4% | $7,775-88.4% |