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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 | $12,372 | $63,346-80.5% | $92,240-86.6% | $70,126-82.4% |
| Participation rate | 84.7% | 68.7%+16.1pp | 76.5%+8.3pp | 69.5%+15.2pp |
| Annual return | 15.87% | 530.19%-514.3pp | 176.29%-160.4pp | 73.15%-57.3pp |
| Employer contribution / active EE | $258 | $2,471-89.6% | $3,680-93.0% | $2,343-89.0% |
| Participant deferral / active EE | $1,222 | $2,854-57.2% | $3,897-68.6% | $3,332-63.3% |
| Admin fee / account holder | $610 | $3,841-84.1% | $5,194-88.3% | $4,645-86.9% |