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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 | $29,412 | $78,562-62.6% | $105,608-72.1% | $74,429-60.5% |
| Participation rate | 70.0% | 72.8%-2.8pp | 75.3%-5.3pp | 67.2%+2.8pp |
| Annual return | 13.22% | 15.94%-2.7pp | 116.50%-103.3pp | 1368.38%-1355.2pp |
| Employer contribution / active EE | $0 | $2,521-100.0% | $3,167-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $2,694 | $4,321-37.6% | $5,010-46.2% | $4,348-38.0% |
| Admin fee / account holder | $461 | $2,217-79.2% | $11,028-95.8% | $1,944-76.3% |