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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 | $8,194 | $77,472-89.4% | $100,415-91.8% | $80,959-89.9% |
| Participation rate | 97.7% | 76.9%+20.8pp | 81.5%+16.2pp | 67.7%+30.1pp |
| Annual return | 84.05% | 37.26%+46.8pp | 49.47%+34.6pp | 35.67%+48.4pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,188 | $6,818-38.6% | $8,091-48.2% | $4,300-2.6% |
| Admin fee / account holder | $729 | $5,885-87.6% | $7,906-90.8% | $6,925-89.5% |