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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 | $9,941 | $175,257-94.3% | $149,717-93.4% | $139,456-92.9% |
| Participation rate | 70.6% | 83.4%-12.8pp | 78.8%-8.2pp | 80.3%-9.7pp |
| Annual return | 21.76% | 166.70%-144.9pp | 134.41%-112.6pp | 373.45%-351.7pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $3,247 | $6,521-50.2% | $5,682-42.8% | $6,711-51.6% |
| Admin fee / account holder | $441 | $16,156-97.3% | $13,213-96.7% | $11,407-96.1% |