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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 | $10,629 | $77,472-86.3% | $100,392-89.4% | $80,935-86.9% |
| Participation rate | 73.2% | 76.9%-3.7pp | 81.5%-8.3pp | 67.7%+5.6pp |
| Annual return | 215.93% | 37.26%+178.7pp | 49.45%+166.5pp | 35.66%+180.3pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,941-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,481 | $6,818-4.9% | $8,090-19.9% | $4,299+50.7% |
| Admin fee / account holder | $1,718 | $5,885-70.8% | $7,904-78.3% | $6,924-75.2% |