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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 | $17,353 | $112,121-84.5% | $95,960-81.9% | $158,966-89.1% |
| Participation rate | 89.5% | 79.0%+10.5pp | 77.1%+12.4pp | 82.0%+7.5pp |
| Annual return | 10.79% | 171.16%-160.4pp | 91.63%-80.8pp | 302.95%-292.2pp |
| Employer contribution / active EE | $342 | $3,199-89.3% | $2,541-86.6% | $4,762-92.8% |
| Participant deferral / active EE | $2,279 | $4,784-52.4% | $4,167-45.3% | $5,983-61.9% |
| Admin fee / account holder | $3,554 | $10,135-64.9% | $6,797-47.7% | $11,250-68.4% |