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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 | $23,406 | $137,414-83.0% | $189,537-87.7% | $85,847-72.7% |
| Participation rate | 86.2% | 84.6%+1.6pp | 87.8%-1.6pp | 69.3%+16.9pp |
| Annual return | 17.21% | 38.14%-20.9pp | 555.34%-538.1pp | 318.61%-301.4pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,161-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $8,345 | $6,260+33.3% | $8,220+1.5% | $3,952+111.1% |
| Admin fee / account holder | $2,368 | $8,630-72.6% | $12,048-80.3% | $6,261-62.2% |