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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 | $19,494 | $72,177-73.0% | $115,038-83.1% | $59,633-67.3% |
| Participation rate | 88.5% | 72.6%+15.9pp | 81.4%+7.1pp | 68.7%+19.8pp |
| Annual return | -1.28% | 12.02%-13.3pp | 26.14%-27.4pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $448 | $2,841-84.2% | $4,608-90.3% | $2,203-79.7% |
| Participant deferral / active EE | $3,934 | $4,783-17.8% | $6,026-34.7% | $3,192+23.2% |
| Admin fee / account holder | $2,109 | $4,927-57.2% | $8,175-74.2% | $4,297-50.9% |