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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 | $8,515 | $185,312-95.4% | $161,489-94.7% | $154,746-94.5% |
| Participation rate | 70.8% | 82.5%-11.6pp | 78.7%-7.9pp | 80.7%-9.9pp |
| Annual return | 15.97% | 103.84%-87.9pp | 89.72%-73.8pp | 172.34%-156.4pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,750 | $6,350-40.9% | $5,630-33.4% | $6,730-44.3% |
| Admin fee / account holder | $2,269 | $18,654-87.8% | $16,006-85.8% | $14,365-84.2% |