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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 | $27,970 | $100,041-72.0% | $149,718-81.3% | $70,131-60.1% |
| Participation rate | 71.4% | 83.6%-12.2pp | 87.1%-15.6pp | 69.5%+1.9pp |
| Annual return | 18.76% | 27.43%-8.7pp | 1501.70%-1482.9pp | 73.14%-54.4pp |
| Employer contribution / active EE | $536 | $3,662-85.4% | $5,444-90.2% | $2,342-77.1% |
| Participant deferral / active EE | $2,366 | $4,983-52.5% | $6,568-64.0% | $3,332-29.0% |
| Admin fee / account holder | $2,696 | $8,286-67.5% | $11,283-76.1% | $4,645-42.0% |