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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 | $15,211 | $168,636-91.0% | $147,618-89.7% | $125,388-87.9% |
| Participation rate | 91.3% | 88.8%+2.5pp | 84.6%+6.7pp | 83.2%+8.1pp |
| Annual return | 0.31% | 77.65%-77.3pp | 61.98%-61.7pp | 282.24%-281.9pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,565-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,725 | $5,507-14.2% | $4,895-3.5% | $5,352-11.7% |
| Admin fee / account holder | $9,102 | $13,580-33.0% | $11,612-21.6% | $9,541-4.6% |