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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 | $16,514 | $93,617-82.4% | $135,982-87.9% | $75,177-78.0% |
| Participation rate | 82.1% | 75.2%+6.9pp | 81.9%+0.2pp | 67.2%+14.9pp |
| Annual return | 67.86% | 30.89%+37.0pp | 68.32%-0.5pp | 160.75%-92.9pp |
| Employer contribution / active EE | $48 | $3,538-98.6% | $4,859-99.0% | $2,671-98.2% |
| Participant deferral / active EE | $10,330 | $6,406+61.3% | $7,760+33.1% | $4,126+150.4% |
| Admin fee / account holder | $1,159 | $6,980-83.4% | $10,767-89.2% | $5,651-79.5% |