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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 | $10,952 | $102,385-89.3% | $147,080-92.6% | $80,935-86.5% |
| Participation rate | 90.2% | 75.9%+14.3pp | 82.2%+8.0pp | 67.7%+22.5pp |
| Annual return | 14.83% | 135.09%-120.3pp | 420.17%-405.3pp | 35.66%-20.8pp |
| Employer contribution / active EE | $794 | $3,717-78.6% | $4,933-83.9% | $2,757-71.2% |
| Participant deferral / active EE | $5,296 | $6,651-20.4% | $8,066-34.3% | $4,299+23.2% |
| Admin fee / account holder | $828 | $7,951-89.6% | $12,989-93.6% | $6,924-88.0% |