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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 | $16,971 | $118,708-85.7% | $98,920-82.8% | $158,982-89.3% |
| Participation rate | 85.7% | 77.8%+7.9pp | 76.0%+9.7pp | 82.0%+3.7pp |
| Annual return | 30.93% | 372.49%-341.6pp | 196.47%-165.5pp | 302.99%-272.1pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,607 | $5,089-48.8% | $4,245-38.6% | $5,983-56.4% |
| Admin fee / account holder | $549 | $10,134-94.6% | $6,643-91.7% | $11,252-95.1% |