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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 | $18,220 | $102,422-82.2% | $147,117-87.6% | $80,959-77.5% |
| Participation rate | 83.9% | 75.9%+8.0pp | 82.2%+1.7pp | 67.7%+16.2pp |
| Annual return | 17.04% | 135.16%-118.1pp | 420.54%-403.5pp | 35.67%-18.6pp |
| Employer contribution / active EE | $780 | $3,717-79.0% | $4,932-84.2% | $2,757-71.7% |
| Participant deferral / active EE | $3,472 | $6,652-47.8% | $8,065-57.0% | $4,300-19.3% |
| Admin fee / account holder | $1,663 | $7,953-79.1% | $12,993-87.2% | $6,925-76.0% |