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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 | $22,516 | $96,731-76.7% | $123,973-81.8% | $86,983-74.1% |
| Participation rate | 86.2% | 70.0%+16.2pp | 76.7%+9.5pp | 69.5%+16.7pp |
| Annual return | 16.23% | 17.33%-1.1pp | 388.13%-371.9pp | 25.83%-9.6pp |
| Employer contribution / active EE | $220 | $3,297-93.3% | $4,126-94.7% | $2,584-91.5% |
| Participant deferral / active EE | $3,303 | $4,152-20.4% | $5,247-37.0% | $4,194-21.2% |
| Admin fee / account holder | $1,084 | $8,722-87.6% | $11,799-90.8% | $7,856-86.2% |