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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 | $32,192 | $109,359-70.6% | $162,177-80.1% | $72,975-55.9% |
| Participation rate | 75.9% | 84.3%-8.4pp | 87.6%-11.7pp | 69.5%+6.4pp |
| Annual return | 22.54% | 25.46%-2.9pp | 115.60%-93.1pp | 81.01%-58.5pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,613-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,434 | $5,481+17.4% | $7,297-11.8% | $3,608+78.3% |
| Admin fee / account holder | $7,879 | $7,972-1.2% | $10,843-27.3% | $5,124+53.8% |