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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 | $22,231 | $89,367-75.1% | $141,191-84.3% | $72,975-69.5% |
| Participation rate | 75.9% | 75.1%+0.7pp | 82.5%-6.6pp | 69.5%+6.4pp |
| Annual return | 26.46% | 111.87%-85.4pp | 71.41%-44.9pp | 81.01%-54.6pp |
| Employer contribution / active EE | -$31 | $3,115-101.0% | $4,736-100.7% | $2,440-101.3% |
| Participant deferral / active EE | $9,667 | $5,419+78.4% | $6,710+44.1% | $3,608+167.9% |
| Admin fee / account holder | $6,053 | $5,957+1.6% | $10,264-41.0% | $5,124+18.1% |