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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 | $10,476 | $141,004-92.6% | $112,273-90.7% | $139,466-92.5% |
| Participation rate | 77.8% | 79.2%-1.4pp | 72.4%+5.3pp | 80.3%-2.6pp |
| Annual return | 18.53% | 32.75%-14.2pp | 30.23%-11.7pp | 373.66%-355.1pp |
| Employer contribution / active EE | $0 | $4,285-100.0% | $3,431-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,828 | $5,878-17.9% | $4,800+0.6% | $6,712-28.1% |
| Admin fee / account holder | $1,868 | $9,959-81.2% | $7,752-75.9% | $11,409-83.6% |