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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 | $7,704 | $108,911-92.9% | $100,392-92.3% | $145,884-94.7% |
| Participation rate | 81.3% | 83.0%-1.7pp | 81.5%-0.3pp | 80.3%+0.9pp |
| Annual return | 14.08% | 58.23%-44.2pp | 49.45%-35.4pp | 551.85%-537.8pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,132 | $8,459-27.5% | $8,090-24.2% | $6,690-8.3% |
| Admin fee / account holder | $1,044 | $9,698-89.2% | $7,904-86.8% | $13,392-92.2% |