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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 | $10,298 | $118,708-91.3% | $98,920-89.6% | $158,982-93.5% |
| Participation rate | 71.4% | 77.8%-6.4pp | 76.0%-4.6pp | 82.0%-10.5pp |
| Annual return | 16.90% | 372.49%-355.6pp | 196.47%-179.6pp | 302.99%-286.1pp |
| Employer contribution / active EE | $472 | $3,334-85.8% | $2,689-82.5% | $4,763-90.1% |
| Participant deferral / active EE | $0 | $5,089-100.0% | $4,245-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,515 | $10,134-85.1% | $6,643-77.2% | $11,252-86.5% |