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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 | $13,022 | $102,422-87.3% | $147,117-91.1% | $80,959-83.9% |
| Participation rate | 92.3% | 75.9%+16.4pp | 82.2%+10.1pp | 67.7%+24.6pp |
| Annual return | 14.43% | 135.16%-120.7pp | 420.54%-406.1pp | 35.67%-21.2pp |
| Employer contribution / active EE | $795 | $3,717-78.6% | $4,932-83.9% | $2,757-71.2% |
| Participant deferral / active EE | $3,653 | $6,652-45.1% | $8,065-54.7% | $4,300-15.0% |
| Admin fee / account holder | $970 | $7,953-87.8% | $12,993-92.5% | $6,925-86.0% |