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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 | $13,729 | $79,045-82.6% | $100,378-86.3% | $74,429-81.6% |
| Participation rate | 82.7% | 79.4%+3.3pp | 81.5%+1.2pp | 67.2%+15.5pp |
| Annual return | 28.34% | 20.61%+7.7pp | 49.41%-21.1pp | 1368.38%-1340.0pp |
| Employer contribution / active EE | $0 | $3,015-100.0% | $3,942-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $6,240 | $7,751-19.5% | $8,087-22.8% | $4,348+43.5% |
| Admin fee / account holder | $1,822 | $1,335+36.5% | $7,899-76.9% | $1,944-6.3% |