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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 | $20,623 | $91,536-77.5% | $130,062-84.1% | $75,177-72.6% |
| Participation rate | 95.4% | 71.5%+23.9pp | 78.5%+16.9pp | 67.2%+28.2pp |
| Annual return | 15.95% | -631.62%+647.6pp | -137.37%+153.3pp | 160.75%-144.8pp |
| Employer contribution / active EE | $514 | $2,845-81.9% | $4,322-88.1% | $2,671-80.7% |
| Participant deferral / active EE | $3,126 | $4,343-28.0% | $5,821-46.3% | $4,126-24.2% |
| Admin fee / account holder | $833 | $6,780-87.7% | $10,601-92.1% | $5,651-85.3% |