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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 | $15,006 | $63,346-76.3% | $92,240-83.7% | $70,126-78.6% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 24.82% | 530.19%-505.4pp | 176.29%-151.5pp | 73.15%-48.3pp |
| Employer contribution / active EE | $328 | $2,471-86.7% | $3,680-91.1% | $2,343-86.0% |
| Participant deferral / active EE | $1,921 | $2,854-32.7% | $3,897-50.7% | $3,332-42.3% |
| Admin fee / account holder | $1,396 | $3,841-63.7% | $5,194-73.1% | $4,645-70.0% |