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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 | $17,184 | $89,367-80.8% | $141,191-87.8% | $72,975-76.5% |
| Participation rate | 76.7% | 75.1%+1.5pp | 82.5%-5.8pp | 69.5%+7.2pp |
| Annual return | 23.74% | 111.87%-88.1pp | 71.41%-47.7pp | 81.01%-57.3pp |
| Employer contribution / active EE | $375 | $3,115-88.0% | $4,736-92.1% | $2,440-84.6% |
| Participant deferral / active EE | $3,780 | $5,419-30.2% | $6,710-43.7% | $3,608+4.8% |
| Admin fee / account holder | $490 | $5,957-91.8% | $10,264-95.2% | $5,124-90.4% |