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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 | $17,069 | $105,198-83.8% | $159,455-89.3% | $85,856-80.1% |
| Participation rate | 70.8% | 75.8%-4.9pp | 82.8%-12.0pp | 69.3%+1.5pp |
| Annual return | 16.18% | 45.08%-28.9pp | 263.63%-247.4pp | 318.58%-302.4pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,830-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,172 | $5,946-13.0% | $7,353-29.7% | $3,952+30.9% |
| Admin fee / account holder | $525 | $6,934-92.4% | $10,800-95.1% | $6,261-91.6% |