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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 | $8,020 | $54,729-85.3% | $86,235-90.7% | $71,529-88.8% |
| Participation rate | 71.3% | 60.1%+11.2pp | 69.0%+2.3pp | 67.9%+3.4pp |
| Annual return | 21.86% | 20.07%+1.8pp | 1170.03%-1148.2pp | 28.97%-7.1pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,381-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $2,247 | $3,110-27.8% | $3,987-43.6% | $4,291-47.6% |
| Admin fee / account holder | $1,088 | $1,921-43.4% | $6,856-84.1% | $1,588-31.5% |