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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 | $105,284-80.9% | $150,734-86.7% | $94,015-78.6% |
| Participation rate | 77.8% | 71.7%+6.0pp | 78.4%-0.7pp | 70.8%+7.0pp |
| Annual return | 39.15% | 15.67%+23.5pp | 600.81%-561.7pp | 17.84%+21.3pp |
| Employer contribution / active EE | $0 | $3,599-100.0% | $4,918-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,122 | $4,274-26.9% | $5,610-44.3% | $4,249-26.5% |
| Admin fee / account holder | $1,051 | $9,839-89.3% | $14,905-92.9% | $8,951-88.3% |