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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 | $9,021 | $102,422-91.2% | $147,117-93.9% | $80,959-88.9% |
| Participation rate | 83.8% | 75.9%+7.9pp | 82.2%+1.6pp | 67.7%+16.1pp |
| Annual return | 14.35% | 135.16%-120.8pp | 420.54%-406.2pp | 35.67%-21.3pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,731 | $6,652-43.9% | $8,065-53.7% | $4,300-13.2% |
| Admin fee / account holder | $312 | $7,953-96.1% | $12,993-97.6% | $6,925-95.5% |