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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 | $15,475 | $93,598-83.5% | $135,974-88.6% | $75,173-79.4% |
| Participation rate | 73.7% | 75.2%-1.5pp | 81.9%-8.2pp | 67.2%+6.5pp |
| Annual return | 21.51% | 30.89%-9.4pp | 68.30%-46.8pp | 160.72%-139.2pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,119 | $6,405-35.7% | $7,760-46.9% | $4,126-0.2% |
| Admin fee / account holder | $716 | $6,978-89.7% | $10,767-93.4% | $5,651-87.3% |