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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 | $12,668 | $190,879-93.4% | $160,009-92.1% | $134,532-90.6% |
| Participation rate | 78.6% | 82.0%-3.4pp | 78.0%+0.6pp | 81.2%-2.7pp |
| Annual return | -1.40% | 552.63%-554.0pp | 408.85%-410.2pp | 418.27%-419.7pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,126 | $6,924+2.9% | $6,183+15.2% | $6,401+11.3% |
| Admin fee / account holder | $566 | $10,495-94.6% | $8,715-93.5% | $11,429-95.0% |