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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 | $10,665 | $105,284-89.9% | $150,734-92.9% | $94,015-88.7% |
| Participation rate | 75.3% | 71.7%+3.5pp | 78.4%-3.2pp | 70.8%+4.4pp |
| Annual return | 14.67% | 15.67%-1.0pp | 600.81%-586.1pp | 17.84%-3.2pp |
| Employer contribution / active EE | $0 | $3,599-100.0% | $4,918-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,712 | $4,274-36.5% | $5,610-51.7% | $4,249-36.2% |
| Admin fee / account holder | $1,561 | $9,839-84.1% | $14,905-89.5% | $8,951-82.6% |