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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 | $18,699 | $107,421-82.6% | $182,262-89.7% | $94,015-80.1% |
| Participation rate | 96.2% | 77.8%+18.4pp | 84.2%+11.9pp | 70.8%+25.3pp |
| Annual return | 17.37% | 21.32%-4.0pp | 140.60%-123.2pp | 17.84%-0.5pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $4,194 | $6,558-36.0% | $8,276-49.3% | $4,249-1.3% |
| Admin fee / account holder | $481 | $8,692-94.5% | $16,712-97.1% | $8,951-94.6% |