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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 | $5,872 | $117,895-95.0% | $102,460-94.3% | $145,897-96.0% |
| Participation rate | 88.2% | 78.6%+9.6pp | 76.5%+11.7pp | 80.3%+7.9pp |
| Annual return | 14.48% | 31.92%-17.4pp | 29.47%-15.0pp | 552.29%-537.8pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,387 | $5,736-58.4% | $5,056-52.8% | $6,689-64.3% |
| Admin fee / account holder | $697 | $13,353-94.8% | $9,460-92.6% | $13,390-94.8% |