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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 | $14,976 | $88,672-83.1% | $105,223-85.8% | $82,448-81.8% |
| Participation rate | 72.4% | 67.9%+4.5pp | 75.0%-2.6pp | 68.1%+4.3pp |
| Annual return | 16.53% | 30.86%-14.3pp | 180.65%-164.1pp | 41.64%-25.1pp |
| Employer contribution / active EE | $203 | $3,048-93.3% | $3,689-94.5% | $2,551-92.0% |
| Participant deferral / active EE | $2,484 | $4,036-38.4% | $5,072-51.0% | $4,139-40.0% |
| Admin fee / account holder | $2,098 | $7,146-70.6% | $8,859-76.3% | $7,234-71.0% |