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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 | $135,491 | $335,627-59.6% | $283,941-52.3% | $428,746-68.4% |
| Participation rate | 73.3% | 89.1%-15.7pp | 87.7%-14.3pp | 88.2%-14.9pp |
| Annual return | 34.77% | 0.21%+34.6pp | 1.70%+33.1pp | 331.92%-297.2pp |
| Employer contribution / active EE | $4,072 | $7,488-45.6% | $6,503-37.4% | $8,363-51.3% |
| Participant deferral / active EE | $10,312 | $5,928+74.0% | $5,606+83.9% | $5,961+73.0% |
| Admin fee / account holder | $3,288 | $33,255-90.1% | $30,380-89.2% | $31,735-89.6% |