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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 | $14,892 | $106,749-86.0% | $145,433-89.8% | $82,448-81.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 16.31% | 27.59%-11.3pp | 66.58%-50.3pp | 41.64%-25.3pp |
| Employer contribution / active EE | $228 | $3,444-93.4% | $4,554-95.0% | $2,551-91.1% |
| Participant deferral / active EE | $2,648 | $6,519-59.4% | $7,897-66.5% | $4,139-36.0% |
| Admin fee / account holder | $418 | $8,390-95.0% | $13,129-96.8% | $7,234-94.2% |