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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 | $22,661 | $105,200-78.5% | $159,474-85.8% | $85,847-73.6% |
| Participation rate | 74.3% | 75.8%-1.5pp | 82.8%-8.5pp | 69.3%+5.0pp |
| Annual return | 21.12% | 45.08%-24.0pp | 263.68%-242.6pp | 318.61%-297.5pp |
| Employer contribution / active EE | $86 | $3,319-97.4% | $4,831-98.2% | $2,565-96.7% |
| Participant deferral / active EE | $6,606 | $5,946+11.1% | $7,353-10.2% | $3,952+67.2% |
| Admin fee / account holder | $1,045 | $6,934-84.9% | $10,802-90.3% | $6,261-83.3% |