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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 | $17,980 | $102,422-82.4% | $147,117-87.8% | $80,959-77.8% |
| Participation rate | 96.2% | 75.9%+20.4pp | 82.2%+14.0pp | 67.7%+28.6pp |
| Annual return | 17.29% | 135.16%-117.9pp | 420.54%-403.2pp | 35.67%-18.4pp |
| Employer contribution / active EE | $403 | $3,717-89.2% | $4,932-91.8% | $2,757-85.4% |
| Participant deferral / active EE | $4,045 | $6,652-39.2% | $8,065-49.8% | $4,300-5.9% |
| Admin fee / account holder | $2,610 | $7,953-67.2% | $12,993-79.9% | $6,925-62.3% |