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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 | $15,054 | $89,364-83.2% | $141,177-89.3% | $72,983-79.4% |
| Participation rate | 95.5% | 75.1%+20.3pp | 82.5%+13.0pp | 69.5%+26.0pp |
| Annual return | 50.41% | 111.86%-61.4pp | 71.40%-21.0pp | 81.01%-30.6pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,820 | $5,419+7.4% | $6,710-13.3% | $3,608+61.3% |
| Admin fee / account holder | $3,212 | $5,959-46.1% | $10,263-68.7% | $5,124-37.3% |