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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 | $15,192 | $78,520-80.7% | $96,576-84.3% | $82,448-81.6% |
| Participation rate | 79.4% | 77.7%+1.7pp | 81.4%-2.0pp | 68.1%+11.3pp |
| Annual return | 62.06% | 41.30%+20.8pp | 38.47%+23.6pp | 41.64%+20.4pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $10,931 | $6,754+61.8% | $7,956+37.4% | $4,139+164.1% |
| Admin fee / account holder | $7,958 | $13,455-40.9% | $11,381-30.1% | $7,234+10.0% |