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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 | $20,103 | $93,345-78.5% | $119,126-83.1% | $87,485-77.0% |
| Participation rate | 77.8% | 68.7%+9.0pp | 75.8%+2.0pp | 68.9%+8.8pp |
| Annual return | 39.15% | 19.08%+20.1pp | 282.11%-243.0pp | 26.06%+13.1pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,122 | $4,099-23.8% | $5,318-41.3% | $4,274-26.9% |
| Admin fee / account holder | $1,051 | $8,039-86.9% | $10,693-90.2% | $7,775-86.5% |