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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 | $16,637 | $91,536-81.8% | $130,062-87.2% | $75,177-77.9% |
| Participation rate | 96.1% | 71.5%+24.6pp | 78.5%+17.6pp | 67.2%+28.9pp |
| Annual return | 24.19% | -631.62%+655.8pp | -137.37%+161.6pp | 160.75%-136.6pp |
| Employer contribution / active EE | $653 | $2,845-77.0% | $4,322-84.9% | $2,671-75.5% |
| Participant deferral / active EE | $5,412 | $4,343+24.6% | $5,821-7.0% | $4,126+31.1% |
| Admin fee / account holder | $1,938 | $6,780-71.4% | $10,601-81.7% | $5,651-65.7% |