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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 | $11,307 | $176,105-93.6% | $159,474-92.9% | $167,536-93.3% |
| Participation rate | 70.8% | 85.0%-14.1pp | 82.8%-12.0pp | 82.1%-11.3pp |
| Annual return | 16.40% | 331.91%-315.5pp | 263.68%-247.3pp | 478.82%-462.4pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,429 | $7,751-55.8% | $7,353-53.4% | $6,342-45.9% |
| Admin fee / account holder | $447 | $12,559-96.4% | $10,802-95.9% | $12,315-96.4% |