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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 | $10,115 | $80,812-87.5% | $160,784-93.7% | $82,448-87.7% |
| Participation rate | 81.3% | 66.2%+15.0pp | 77.0%+4.3pp | 68.1%+13.2pp |
| Annual return | 13.58% | 100.59%-87.0pp | 1803.92%-1790.3pp | 41.64%-28.1pp |
| Employer contribution / active EE | $404 | $2,174-81.4% | $3,733-89.2% | $2,551-84.2% |
| Participant deferral / active EE | $1,647 | $4,335-62.0% | $6,293-73.8% | $4,139-60.2% |
| Admin fee / account holder | $711 | $7,695-90.8% | $9,717-92.7% | $7,234-90.2% |