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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 | $7,952 | $93,589-91.5% | $135,942-94.2% | $75,181-89.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.29% | 30.90%-14.6pp | 68.28%-52.0pp | 160.69%-144.4pp |
| Employer contribution / active EE | $298 | $3,537-91.6% | $4,858-93.9% | $2,671-88.8% |
| Participant deferral / active EE | $2,578 | $6,405-59.8% | $7,759-66.8% | $4,126-37.5% |
| Admin fee / account holder | $451 | $6,977-93.5% | $10,764-95.8% | $5,650-92.0% |