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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 | $22,632 | $106,864-78.8% | $147,318-84.6% | $82,637-72.6% |
| Participation rate | 70.6% | 75.5%-4.9pp | 82.1%-11.5pp | 68.1%+2.5pp |
| Annual return | 43.80% | 27.49%+16.3pp | 70.43%-26.6pp | 53.51%-9.7pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $9,858 | $6,496+51.8% | $7,906+24.7% | $4,126+138.9% |
| Admin fee / account holder | $1,993 | $8,415-76.3% | $13,708-85.5% | $7,339-72.8% |