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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 | $8,527 | $81,208-89.5% | $98,920-91.4% | $79,856-89.3% |
| Participation rate | 77.8% | 72.5%+5.3pp | 76.0%+1.7pp | 69.6%+8.1pp |
| Annual return | 18.90% | 60.99%-42.1pp | 196.47%-177.6pp | 31.71%-12.8pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,974 | $3,265-39.5% | $4,245-53.5% | $3,741-47.2% |
| Admin fee / account holder | $309 | $6,013-94.9% | $6,643-95.3% | $5,306-94.2% |