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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 | $12,839 | $208,088-93.8% | $186,193-93.1% | $154,746-91.7% |
| Participation rate | 72.2% | 80.0%-7.8pp | 77.1%-4.9pp | 80.7%-8.5pp |
| Annual return | 8.76% | 89.97%-81.2pp | 78.03%-69.3pp | 172.34%-163.6pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,685 | $7,078-62.1% | $6,513-58.8% | $6,730-60.1% |
| Admin fee / account holder | $1,271 | $11,698-89.1% | $11,058-88.5% | $14,365-91.2% |