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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 | $16,645 | $157,296-89.4% | $141,191-88.2% | $152,897-89.1% |
| Participation rate | 76.5% | 84.8%-8.4pp | 82.5%-6.0pp | 82.5%-6.0pp |
| Annual return | 127.11% | 64.34%+62.8pp | 71.41%+55.7pp | 345.43%-218.3pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,533 | $7,111-36.2% | $6,710-32.4% | $5,851-22.5% |
| Admin fee / account holder | $748 | $12,125-93.8% | $10,264-92.7% | $11,599-93.6% |