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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 | $17,327 | $85,766-79.8% | $136,295-87.3% | $70,131-75.3% |
| Participation rate | 79.5% | 74.2%+5.4pp | 81.9%-2.4pp | 69.5%+10.0pp |
| Annual return | 16.29% | 31.45%-15.2pp | 5155.97%-5139.7pp | 73.14%-56.8pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,998 | $5,051-1.1% | $6,247-20.0% | $3,332+50.0% |
| Admin fee / account holder | $3,327 | $5,420-38.6% | $9,243-64.0% | $4,645-28.4% |