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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 | $16,735 | $178,174-90.6% | $156,181-89.3% | $137,256-87.8% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.8%-3.8pp | 80.0%-5.0pp |
| Annual return | 17.88% | 84.19%-66.3pp | 64.87%-47.0pp | 220.34%-202.5pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,582 | $6,888-48.0% | $6,132-41.6% | $6,407-44.1% |
| Admin fee / account holder | $1,415 | $17,404-91.9% | $14,586-90.3% | $12,270-88.5% |