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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 | $12,460 | $69,977-82.2% | $108,582-88.5% | $62,881-80.2% |
| Participation rate | 86.5% | 72.9%+13.6pp | 79.6%+7.0pp | 69.3%+17.2pp |
| Annual return | 10.40% | 10.73%-0.3pp | -51.70%+62.1pp | 20.14%-9.7pp |
| Employer contribution / active EE | $133 | $2,135-93.8% | $3,758-96.5% | $2,281-94.2% |
| Participant deferral / active EE | $1,701 | $3,165-46.2% | $4,311-60.5% | $3,203-46.9% |
| Admin fee / account holder | $1,089 | $5,076-78.5% | $7,645-85.8% | $4,296-74.6% |