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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 | $22,072 | $102,385-78.4% | $147,080-85.0% | $80,935-72.7% |
| Participation rate | 88.0% | 75.9%+12.1pp | 82.2%+5.8pp | 67.7%+20.3pp |
| Annual return | 11.96% | 135.09%-123.1pp | 420.17%-408.2pp | 35.66%-23.7pp |
| Employer contribution / active EE | $511 | $3,717-86.3% | $4,933-89.6% | $2,757-81.5% |
| Participant deferral / active EE | $4,218 | $6,651-36.6% | $8,066-47.7% | $4,299-1.9% |
| Admin fee / account holder | $1,924 | $7,951-75.8% | $12,989-85.2% | $6,924-72.2% |