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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 | $122,051-71.6% | $184,185-81.2% | $74,400-53.3% |
| Participation rate | 78.0% | 85.5%-7.5pp | 86.8%-8.8pp | 67.2%+10.8pp |
| Annual return | 0.00% | 19.91%-19.9pp | 28.81%-28.8pp | 1367.51%-1367.5pp |
| Employer contribution / active EE | $1,169 | $4,539-74.3% | $6,426-81.8% | $2,624-55.5% |
| Participant deferral / active EE | $4,063 | $7,146-43.1% | $9,132-55.5% | $4,348-6.6% |
| Admin fee / account holder | $1,581 | $1,258+25.7% | $13,909-88.6% | $1,944-18.7% |