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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 | $30,152 | $86,294-65.1% | $111,303-72.9% | $85,856-64.9% |
| Participation rate | 72.2% | 73.3%-1.1pp | 77.3%-5.1pp | 69.3%+2.9pp |
| Annual return | 14.78% | 19.99%-5.2pp | 54.66%-39.9pp | 318.58%-303.8pp |
| Employer contribution / active EE | $392 | $2,043-80.8% | $2,731-85.6% | $2,565-84.7% |
| Participant deferral / active EE | $2,047 | $3,641-43.8% | $4,487-54.4% | $3,952-48.2% |
| Admin fee / account holder | $2,465 | $8,189-69.9% | $7,966-69.1% | $6,261-60.6% |