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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 | $13,803 | $160,028-91.4% | $147,080-90.6% | $145,884-90.5% |
| Participation rate | 92.9% | 84.0%+8.8pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 14.75% | 98.60%-83.9pp | 420.17%-405.4pp | 551.85%-537.1pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,171 | $8,422-50.5% | $8,066-48.3% | $6,690-37.7% |
| Admin fee / account holder | $458 | $15,030-97.0% | $12,989-96.5% | $13,392-96.6% |