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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 | $21,657 | $106,749-79.7% | $145,433-85.1% | $82,448-73.7% |
| Participation rate | 88.2% | 75.6%+12.6pp | 82.1%+6.1pp | 68.1%+20.2pp |
| Annual return | 61.75% | 27.59%+34.2pp | 66.58%-4.8pp | 41.64%+20.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,258 | $6,519-19.3% | $7,897-33.4% | $4,139+27.0% |
| Admin fee / account holder | $1,641 | $8,390-80.4% | $13,129-87.5% | $7,234-77.3% |