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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 | $19,006 | $102,422-81.4% | $147,117-87.1% | $80,959-76.5% |
| Participation rate | 77.5% | 75.9%+1.6pp | 82.2%-4.7pp | 67.7%+9.8pp |
| Annual return | 15.54% | 135.16%-119.6pp | 420.54%-405.0pp | 35.67%-20.1pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,111 | $6,652+6.9% | $8,065-11.8% | $4,300+65.4% |
| Admin fee / account holder | $945 | $7,953-88.1% | $12,993-92.7% | $6,925-86.4% |