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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 | $16,780 | $112,915-85.1% | $90,965-81.6% | $158,950-89.4% |
| Participation rate | 86.7% | 74.7%+11.9pp | 69.0%+17.7pp | 82.0%+4.7pp |
| Annual return | 24.12% | 215.75%-191.6pp | 134.57%-110.5pp | 302.91%-278.8pp |
| Employer contribution / active EE | $0 | $2,894-100.0% | $2,122-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,841 | $4,128-31.2% | $3,373-15.8% | $5,983-52.5% |
| Admin fee / account holder | $444 | $8,044-94.5% | $5,960-92.6% | $11,248-96.1% |