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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 | $24,535 | $143,969-83.0% | $199,883-87.7% | $82,637-70.3% |
| Participation rate | 71.9% | 84.1%-12.3pp | 86.8%-14.9pp | 68.1%+3.8pp |
| Annual return | 38.45% | 25.67%+12.8pp | 43.81%-5.4pp | 53.51%-15.1pp |
| Employer contribution / active EE | $0 | $4,632-100.0% | $6,261-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $12,360 | $6,937+78.2% | $9,138+35.2% | $4,126+199.5% |
| Admin fee / account holder | $3,183 | $14,597-78.2% | $17,268-81.6% | $7,339-56.6% |