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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 | $20,778 | $98,766-79.0% | $149,730-86.1% | $79,852-74.0% |
| Participation rate | 76.7% | 75.8%+0.9pp | 82.5%-5.8pp | 69.6%+7.1pp |
| Annual return | 17.01% | 27.43%-10.4pp | 276.70%-259.7pp | 31.72%-14.7pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,547 | $5,681-20.0% | $6,843-33.6% | $3,740+21.6% |
| Admin fee / account holder | $1,460 | $6,052-75.9% | $9,310-84.3% | $5,306-72.5% |