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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 | $26,245 | $78,423-66.5% | $95,964-72.7% | $79,856-67.1% |
| Participation rate | 81.8% | 73.5%+8.3pp | 77.1%+4.7pp | 69.6%+12.2pp |
| Annual return | 19.32% | 19.37%-0.1pp | 91.64%-72.3pp | 31.71%-12.4pp |
| Employer contribution / active EE | $234 | $1,945-87.9% | $2,541-90.8% | $2,471-90.5% |
| Participant deferral / active EE | $2,356 | $3,440-31.5% | $4,167-43.4% | $3,741-37.0% |
| Admin fee / account holder | $1,190 | $5,622-78.8% | $6,797-82.5% | $5,306-77.6% |