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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 | $13,956 | $125,797-88.9% | $170,028-91.8% | $75,181-81.4% |
| Participation rate | 75.5% | 83.6%-8.1pp | 87.0%-11.5pp | 67.2%+8.3pp |
| Annual return | 20.21% | 27.20%-7.0pp | 53.39%-33.2pp | 160.69%-140.5pp |
| Employer contribution / active EE | $954 | $4,616-79.3% | $6,788-85.9% | $2,671-64.3% |
| Participant deferral / active EE | $4,426 | $6,838-35.3% | $10,409-57.5% | $4,126+7.3% |
| Admin fee / account holder | $1,918 | $8,177-76.5% | $12,820-85.0% | $5,650-66.0% |