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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 | $12,669 | $125,237-89.9% | $105,608-88.0% | $145,877-91.3% |
| Participation rate | 78.9% | 77.7%+1.3pp | 75.3%+3.7pp | 80.3%-1.4pp |
| Annual return | 13.35% | 225.76%-212.4pp | 116.50%-103.2pp | 551.28%-537.9pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,637 | $5,711-53.8% | $5,010-47.4% | $6,691-60.6% |
| Admin fee / account holder | $581 | $17,287-96.6% | $11,028-94.7% | $13,402-95.7% |