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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 | $25,984 | $168,635-84.6% | $147,617-82.4% | $125,389-79.3% |
| Participation rate | 92.9% | 88.8%+4.1pp | 84.6%+8.2pp | 83.2%+9.7pp |
| Annual return | -0.62% | 77.65%-78.3pp | 61.98%-62.6pp | 282.24%-282.9pp |
| Employer contribution / active EE | $1,015 | $6,252-83.8% | $5,564-81.8% | $4,866-79.1% |
| Participant deferral / active EE | $2,443 | $5,507-55.6% | $4,895-50.1% | $5,352-54.4% |
| Admin fee / account holder | $6,770 | $13,580-50.1% | $11,612-41.7% | $9,541-29.0% |