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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 | $20,379 | $102,385-80.1% | $147,080-86.1% | $80,935-74.8% |
| Participation rate | 92.1% | 75.9%+16.2pp | 82.2%+9.9pp | 67.7%+24.4pp |
| Annual return | 13.49% | 135.09%-121.6pp | 420.17%-406.7pp | 35.66%-22.2pp |
| Employer contribution / active EE | $757 | $3,717-79.6% | $4,933-84.7% | $2,757-72.6% |
| Participant deferral / active EE | $2,969 | $6,651-55.4% | $8,066-63.2% | $4,299-30.9% |
| Admin fee / account holder | $903 | $7,951-88.6% | $12,989-93.1% | $6,924-87.0% |