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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 | $15,766 | $93,617-83.2% | $135,982-88.4% | $75,177-79.0% |
| Participation rate | 87.1% | 75.2%+11.9pp | 81.9%+5.2pp | 67.2%+19.9pp |
| Annual return | 48.46% | 30.89%+17.6pp | 68.32%-19.9pp | 160.75%-112.3pp |
| Employer contribution / active EE | $362 | $3,538-89.8% | $4,859-92.6% | $2,671-86.5% |
| Participant deferral / active EE | $8,817 | $6,406+37.6% | $7,760+13.6% | $4,126+113.7% |
| Admin fee / account holder | $949 | $6,980-86.4% | $10,767-91.2% | $5,651-83.2% |