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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 | $78,197-80.6% | $98,090-84.5% | $82,637-81.6% |
| Participation rate | 79.4% | 77.5%+1.9pp | 81.5%-2.1pp | 68.1%+11.4pp |
| Annual return | 62.06% | 40.25%+21.8pp | 37.05%+25.0pp | 53.51%+8.5pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $10,931 | $6,636+64.7% | $7,845+39.3% | $4,126+164.9% |
| Admin fee / account holder | $7,958 | $14,832-46.3% | $11,815-32.6% | $7,339+8.4% |