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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 | $13,055 | $198,457-93.4% | $170,435-92.3% | $147,586-91.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.51% | 257.30%-241.8pp | 205.94%-190.4pp | 578.59%-563.1pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,211 | $5,629-60.7% | $4,939-55.2% | $5,439-59.3% |
| Admin fee / account holder | $464 | $16,852-97.2% | $13,881-96.7% | $10,886-95.7% |