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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 | $13,081 | $79,189-83.5% | $102,457-87.2% | $74,400-82.4% |
| Participation rate | 91.8% | 74.8%+17.0pp | 76.5%+15.3pp | 67.2%+24.6pp |
| Annual return | 14.54% | 54.98%-40.4pp | 29.41%-14.9pp | 1367.51%-1353.0pp |
| Employer contribution / active EE | $422 | $2,362-82.1% | $3,022-86.0% | $2,624-83.9% |
| Participant deferral / active EE | $2,555 | $4,415-42.1% | $5,054-49.4% | $4,348-41.2% |
| Admin fee / account holder | $1,785 | $2,002-10.9% | $9,451-81.1% | $1,944-8.2% |