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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 | $8,214 | $93,589-91.2% | $135,942-94.0% | $75,181-89.1% |
| Participation rate | 71.0% | 75.2%-4.2pp | 81.9%-10.9pp | 67.2%+3.8pp |
| Annual return | 28.96% | 30.90%-1.9pp | 68.28%-39.3pp | 160.69%-131.7pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,394 | $6,405-0.2% | $7,759-17.6% | $4,126+55.0% |
| Admin fee / account holder | $2,502 | $6,977-64.1% | $10,764-76.8% | $5,650-55.7% |