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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 | $25,157 | $81,208-69.0% | $98,920-74.6% | $79,856-68.5% |
| Participation rate | 73.4% | 72.5%+0.9pp | 76.0%-2.6pp | 69.6%+3.8pp |
| Annual return | 15.43% | 60.99%-45.6pp | 196.47%-181.0pp | 31.71%-16.3pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,037 | $3,265-7.0% | $4,245-28.5% | $3,741-18.8% |
| Admin fee / account holder | $4,509 | $6,013-25.0% | $6,643-32.1% | $5,306-15.0% |