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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 | $12,936 | $115,814-88.8% | $101,275-87.2% | $158,982-91.9% |
| Participation rate | 70.6% | 79.4%-8.8pp | 75.8%-5.2pp | 82.0%-11.4pp |
| Annual return | 18.46% | 56.16%-37.7pp | 46.48%-28.0pp | 302.99%-284.5pp |
| Employer contribution / active EE | $571 | $4,176-86.3% | $3,660-84.4% | $4,763-88.0% |
| Participant deferral / active EE | $4,302 | $4,958-13.2% | $4,371-1.6% | $5,983-28.1% |
| Admin fee / account holder | $794 | $7,249-89.1% | $5,948-86.7% | $11,252-92.9% |