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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 | $22,360 | $80,992-72.4% | $96,534-76.8% | $75,173-70.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 47.49% | 27.05%+20.4pp | 25.88%+21.6pp | 160.72%-113.2pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $9,490 | $3,929+141.5% | $4,851+95.6% | $4,126+130.0% |
| Admin fee / account holder | $486 | $6,717-92.8% | $8,253-94.1% | $5,651-91.4% |