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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 | $14,206 | $78,428-81.9% | $95,960-85.2% | $79,852-82.2% |
| Participation rate | 94.6% | 73.5%+21.1pp | 77.1%+17.5pp | 69.6%+25.0pp |
| Annual return | 19.44% | 19.37%+0.1pp | 91.63%-72.2pp | 31.72%-12.3pp |
| Employer contribution / active EE | $261 | $1,945-86.6% | $2,541-89.7% | $2,471-89.4% |
| Participant deferral / active EE | $2,183 | $3,440-36.5% | $4,167-47.6% | $3,740-41.6% |
| Admin fee / account holder | $1,998 | $5,622-64.5% | $6,797-70.6% | $5,306-62.4% |