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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 | $7,893 | $202,460-96.1% | $169,385-95.3% | $139,456-94.3% |
| Participation rate | 92.9% | 81.1%+11.8pp | 77.2%+15.7pp | 80.3%+12.5pp |
| Annual return | 27.59% | 532.07%-504.5pp | 405.82%-378.2pp | 373.45%-345.9pp |
| Employer contribution / active EE | $0 | $4,691-100.0% | $4,012-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $3,219 | $6,938-53.6% | $6,221-48.2% | $6,711-52.0% |
| Admin fee / account holder | $932 | $10,719-91.3% | $9,011-89.7% | $11,407-91.8% |