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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 | $102,429-82.2% | $147,096-87.6% | $80,925-77.5% |
| Participation rate | 83.9% | 75.9%+8.0pp | 82.2%+1.7pp | 67.7%+16.2pp |
| Annual return | 17.04% | 135.02%-118.0pp | 419.75%-402.7pp | 35.65%-18.6pp |
| Employer contribution / active EE | $780 | $3,716-79.0% | $4,936-84.2% | $2,756-71.7% |
| Participant deferral / active EE | $3,472 | $6,649-47.8% | $8,071-57.0% | $4,299-19.2% |
| Admin fee / account holder | $1,663 | $7,957-79.1% | $13,005-87.2% | $6,940-76.0% |