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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 | $13,863 | $77,816-82.2% | $123,552-88.8% | $64,173-78.4% |
| Participation rate | 89.7% | 74.7%+14.9pp | 82.3%+7.4pp | 69.6%+20.1pp |
| Annual return | 125.51% | 12.49%+113.0pp | 119.20%+6.3pp | 7.63%+117.9pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $11,863 | $5,240+126.4% | $6,426+84.6% | $3,470+241.9% |
| Admin fee / account holder | $4,861 | $5,519-11.9% | $9,285-47.6% | $4,887-0.5% |