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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 | $8,447 | $110,337-92.3% | $102,383-91.7% | $145,877-94.2% |
| Participation rate | 72.7% | 77.9%-5.2pp | 74.5%-1.8pp | 80.3%-7.6pp |
| Annual return | 15.24% | 24.83%-9.6pp | 24.94%-9.7pp | 551.28%-536.0pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,976 | $5,621-47.0% | $5,060-41.2% | $6,691-55.5% |
| Admin fee / account holder | $1,014 | $9,750-89.6% | $8,391-87.9% | $13,402-92.4% |