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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 | $15,650 | $125,237-87.5% | $105,608-85.2% | $145,877-89.3% |
| Participation rate | 72.7% | 77.7%-4.9pp | 75.3%-2.6pp | 80.3%-7.6pp |
| Annual return | 11.23% | 225.76%-214.5pp | 116.50%-105.3pp | 551.28%-540.1pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,525 | $5,711-55.8% | $5,010-49.6% | $6,691-62.3% |
| Admin fee / account holder | $1,776 | $17,287-89.7% | $11,028-83.9% | $13,402-86.7% |