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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 | $10,015 | $138,076-92.7% | $123,553-91.9% | $135,380-92.6% |
| Participation rate | 84.2% | 84.7%-0.5pp | 82.3%+1.9pp | 82.6%+1.6pp |
| Annual return | 33.57% | 153.70%-120.1pp | 119.21%-85.6pp | 519.81%-486.2pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $8,470 | $6,800+24.6% | $6,426+31.8% | $5,609+51.0% |
| Admin fee / account holder | $2,758 | $10,917-74.7% | $9,284-70.3% | $10,828-74.5% |