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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 | $36,574 | $109,359-66.6% | $162,185-77.4% | $72,976-49.9% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 24.23% | 25.46%-1.2pp | 115.61%-91.4pp | 81.02%-56.8pp |
| Employer contribution / active EE | $850 | $3,907-78.3% | $5,613-84.9% | $2,440-65.2% |
| Participant deferral / active EE | $11,824 | $5,481+115.7% | $7,297+62.0% | $3,608+227.7% |
| Admin fee / account holder | $4,163 | $7,972-47.8% | $10,844-61.6% | $5,124-18.7% |