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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 | $6,152 | $88,672-93.1% | $105,223-94.2% | $82,448-92.5% |
| Participation rate | 84.2% | 67.9%+16.3pp | 75.0%+9.2pp | 68.1%+16.1pp |
| Annual return | 16.21% | 30.86%-14.6pp | 180.65%-164.4pp | 41.64%-25.4pp |
| Employer contribution / active EE | $516 | $3,048-83.1% | $3,689-86.0% | $2,551-79.8% |
| Participant deferral / active EE | $1,678 | $4,036-58.4% | $5,072-66.9% | $4,139-59.5% |
| Admin fee / account holder | $1,582 | $7,146-77.9% | $8,859-82.1% | $7,234-78.1% |