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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 | $7,911 | $102,385-92.3% | $147,080-94.6% | $80,935-90.2% |
| Participation rate | 71.7% | 75.9%-4.1pp | 82.2%-10.4pp | 67.7%+4.1pp |
| Annual return | 17.09% | 135.09%-118.0pp | 420.17%-403.1pp | 35.66%-18.6pp |
| Employer contribution / active EE | $404 | $3,717-89.1% | $4,933-91.8% | $2,757-85.4% |
| Participant deferral / active EE | $2,694 | $6,651-59.5% | $8,066-66.6% | $4,299-37.3% |
| Admin fee / account holder | $2,556 | $7,951-67.9% | $12,989-80.3% | $6,924-63.1% |