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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 | $5,126 | $88,672-94.2% | $105,223-95.1% | $82,448-93.8% |
| Participation rate | 78.6% | 67.9%+10.6pp | 75.0%+3.5pp | 68.1%+10.5pp |
| Annual return | 14.22% | 30.86%-16.6pp | 180.65%-166.4pp | 41.64%-27.4pp |
| Employer contribution / active EE | $560 | $3,048-81.6% | $3,689-84.8% | $2,551-78.1% |
| Participant deferral / active EE | $1,774 | $4,036-56.0% | $5,072-65.0% | $4,139-57.1% |
| Admin fee / account holder | $522 | $7,146-92.7% | $8,859-94.1% | $7,234-92.8% |