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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 | $18,876 | $89,367-78.9% | $141,191-86.6% | $72,975-74.1% |
| Participation rate | 75.8% | 75.1%+0.6pp | 82.5%-6.7pp | 69.5%+6.3pp |
| Annual return | 29.15% | 111.87%-82.7pp | 71.41%-42.3pp | 81.01%-51.9pp |
| Employer contribution / active EE | $520 | $3,115-83.3% | $4,736-89.0% | $2,440-78.7% |
| Participant deferral / active EE | $3,571 | $5,419-34.1% | $6,710-46.8% | $3,608-1.0% |
| Admin fee / account holder | $1,532 | $5,957-74.3% | $10,264-85.1% | $5,124-70.1% |