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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 | $10,038 | $98,766-89.8% | $149,730-93.3% | $79,852-87.4% |
| Participation rate | 82.7% | 75.8%+6.9pp | 82.5%+0.2pp | 69.6%+13.0pp |
| Annual return | 30.65% | 27.43%+3.2pp | 276.70%-246.0pp | 31.72%-1.1pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,165 | $5,681+8.5% | $6,843-9.9% | $3,740+64.8% |
| Admin fee / account holder | $1,064 | $6,052-82.4% | $9,310-88.6% | $5,306-80.0% |