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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 | $15,871 | $102,422-84.5% | $147,117-89.2% | $80,959-80.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 12.63% | 135.16%-122.5pp | 420.54%-407.9pp | 35.67%-23.0pp |
| Employer contribution / active EE | $823 | $3,717-77.9% | $4,932-83.3% | $2,757-70.2% |
| Participant deferral / active EE | $3,702 | $6,652-44.3% | $8,065-54.1% | $4,300-13.9% |
| Admin fee / account holder | $2,243 | $7,953-71.8% | $12,993-82.7% | $6,925-67.6% |