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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 | $5,545 | $106,918-94.8% | $84,021-93.4% | $152,897-96.4% |
| Participation rate | 73.9% | 75.2%-1.3pp | 69.0%+4.9pp | 82.5%-8.5pp |
| Annual return | 25.09% | 105.01%-79.9pp | 71.32%-46.2pp | 345.43%-320.3pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,846 | $4,012-29.1% | $3,239-12.1% | $5,851-51.4% |
| Admin fee / account holder | $643 | $8,288-92.2% | $6,102-89.5% | $11,599-94.5% |