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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 | $23,078 | $125,797-81.7% | $170,043-86.4% | $75,173-69.3% |
| Participation rate | 81.5% | 83.6%-2.1pp | 87.0%-5.5pp | 67.2%+14.3pp |
| Annual return | 25.64% | 27.20%-1.6pp | 53.40%-27.8pp | 160.72%-135.1pp |
| Employer contribution / active EE | $285 | $4,616-93.8% | $6,790-95.8% | $2,671-89.3% |
| Participant deferral / active EE | $3,819 | $6,838-44.2% | $10,410-63.3% | $4,126-7.5% |
| Admin fee / account holder | $425 | $8,177-94.8% | $12,824-96.7% | $5,651-92.5% |