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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 | $17,254 | $88,672-80.5% | $105,223-83.6% | $82,448-79.1% |
| Participation rate | 79.4% | 67.9%+11.4pp | 75.0%+4.3pp | 68.1%+11.3pp |
| Annual return | 16.14% | 30.86%-14.7pp | 180.65%-164.5pp | 41.64%-25.5pp |
| Employer contribution / active EE | $481 | $3,048-84.2% | $3,689-87.0% | $2,551-81.1% |
| Participant deferral / active EE | $2,128 | $4,036-47.3% | $5,072-58.1% | $4,139-48.6% |
| Admin fee / account holder | $998 | $7,146-86.0% | $8,859-88.7% | $7,234-86.2% |