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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 | $12,928 | $98,776-86.9% | $149,745-91.4% | $79,856-83.8% |
| Participation rate | 74.7% | 75.8%-1.1pp | 82.5%-7.8pp | 69.6%+5.1pp |
| Annual return | 13.73% | 27.38%-13.6pp | 276.72%-263.0pp | 31.71%-18.0pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,939 | $5,681-30.7% | $6,843-42.4% | $3,741+5.3% |
| Admin fee / account holder | $520 | $6,053-91.4% | $9,312-94.4% | $5,306-90.2% |