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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 | $16,040 | $93,345-82.8% | $119,126-86.5% | $87,485-81.7% |
| Participation rate | 89.0% | 68.7%+20.3pp | 75.8%+13.3pp | 68.9%+20.1pp |
| Annual return | 17.23% | 19.08%-1.9pp | 282.11%-264.9pp | 26.06%-8.8pp |
| Employer contribution / active EE | $601 | $3,172-81.0% | $4,034-85.1% | $2,596-76.8% |
| Participant deferral / active EE | $3,307 | $4,099-19.3% | $5,318-37.8% | $4,274-22.6% |
| Admin fee / account holder | $2,003 | $8,039-75.1% | $10,693-81.3% | $7,775-74.2% |