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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 | $14,227 | $102,422-86.1% | $147,117-90.3% | $80,959-82.4% |
| Participation rate | 72.1% | 75.9%-3.8pp | 82.2%-10.1pp | 67.7%+4.4pp |
| Annual return | 12.36% | 135.16%-122.8pp | 420.54%-408.2pp | 35.67%-23.3pp |
| Employer contribution / active EE | $846 | $3,717-77.2% | $4,932-82.8% | $2,757-69.3% |
| Participant deferral / active EE | $2,854 | $6,652-57.1% | $8,065-64.6% | $4,300-33.6% |
| Admin fee / account holder | $1,852 | $7,953-76.7% | $12,993-85.7% | $6,925-73.3% |