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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 | $16,653 | $98,766-83.1% | $149,730-88.9% | $79,852-79.1% |
| Participation rate | 71.4% | 75.8%-4.4pp | 82.5%-11.1pp | 69.6%+1.8pp |
| Annual return | 39.87% | 27.43%+12.4pp | 276.70%-236.8pp | 31.72%+8.2pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,871 | $5,681-49.5% | $6,843-58.0% | $3,740-23.3% |
| Admin fee / account holder | $1,225 | $6,052-79.8% | $9,310-86.8% | $5,306-76.9% |