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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 | $10,024 | $88,672-88.7% | $105,223-90.5% | $82,448-87.8% |
| Participation rate | 81.8% | 67.9%+13.9pp | 75.0%+6.8pp | 68.1%+13.8pp |
| Annual return | 14.05% | 30.86%-16.8pp | 180.65%-166.6pp | 41.64%-27.6pp |
| Employer contribution / active EE | $738 | $3,048-75.8% | $3,689-80.0% | $2,551-71.1% |
| Participant deferral / active EE | $2,551 | $4,036-36.8% | $5,072-49.7% | $4,139-38.4% |
| Admin fee / account holder | $1,372 | $7,146-80.8% | $8,859-84.5% | $7,234-81.0% |