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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 | $13,263 | $69,708-81.0% | $67,560-80.4% | $74,478-82.2% |
| Participation rate | 72.6% | 71.4%+1.2pp | 72.9%-0.3pp | 67.2%+5.4pp |
| Annual return | 11.87% | -40.67%+52.5pp | 3533.50%-3521.6pp | 1370.56%-1358.7pp |
| Employer contribution / active EE | $255 | $2,715-90.6% | $2,737-90.7% | $2,626-90.3% |
| Participant deferral / active EE | $1,276 | $3,637-64.9% | $4,004-68.1% | $4,350-70.7% |
| Admin fee / account holder | $462 | $887-47.9% | $3,994-88.4% | $1,946-76.3% |