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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 | $7,238 | $105,158-93.1% | $94,672-92.4% | $139,487-94.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 22.94% | 38.11%-15.2pp | 156.89%-133.9pp | 373.84%-350.9pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $8,713 | $7,599+14.7% | $7,417+17.5% | $6,713+29.8% |
| Admin fee / account holder | $1,236 | $8,972-86.2% | $7,222-82.9% | $11,407-89.2% |