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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 | $30,668 | $145,431-78.9% | $211,142-85.5% | $87,485-64.9% |
| Participation rate | 75.0% | 84.7%-9.7pp | 87.3%-12.3pp | 68.9%+6.1pp |
| Annual return | 66.57% | 27.21%+39.4pp | 46.84%+19.7pp | 26.06%+40.5pp |
| Employer contribution / active EE | $0 | $4,662-100.0% | $6,442-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $10,567 | $6,859+54.1% | $9,284+13.8% | $4,274+147.3% |
| Admin fee / account holder | $1,909 | $17,052-88.8% | $19,076-90.0% | $7,775-75.5% |