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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 | $11,665 | $102,385-88.6% | $147,080-92.1% | $80,935-85.6% |
| Participation rate | 86.2% | 75.9%+10.3pp | 82.2%+4.0pp | 67.7%+18.5pp |
| Annual return | 15.70% | 135.09%-119.4pp | 420.17%-404.5pp | 35.66%-20.0pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,952 | $6,651-10.5% | $8,066-26.2% | $4,299+38.4% |
| Admin fee / account holder | $2,335 | $7,951-70.6% | $12,989-82.0% | $6,924-66.3% |