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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 | $34,711 | $122,042-71.6% | $184,260-81.2% | $74,459-53.4% |
| Participation rate | 78.0% | 85.5%-7.5pp | 86.8%-8.8pp | 67.2%+10.8pp |
| Annual return | 0.00% | 19.91%-19.9pp | 28.84%-28.8pp | 1369.70%-1369.7pp |
| Employer contribution / active EE | $1,169 | $4,537-74.2% | $6,427-81.8% | $2,626-55.5% |
| Participant deferral / active EE | $4,063 | $7,143-43.1% | $9,133-55.5% | $4,350-6.6% |
| Admin fee / account holder | $1,581 | $1,252+26.3% | $13,898-88.6% | $1,945-18.7% |