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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 | $8,954 | $80,985-88.9% | $96,576-90.7% | $75,181-88.1% |
| Participation rate | 78.6% | 71.8%+6.8pp | 76.0%+2.6pp | 67.2%+11.4pp |
| Annual return | 18.43% | 27.05%-8.6pp | 25.87%-7.4pp | 160.69%-142.3pp |
| Employer contribution / active EE | $113 | $2,282-95.1% | $2,965-96.2% | $2,671-95.8% |
| Participant deferral / active EE | $1,966 | $3,929-50.0% | $4,851-59.5% | $4,126-52.4% |
| Admin fee / account holder | $1,265 | $6,719-81.2% | $8,253-84.7% | $5,650-77.6% |