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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 | $9,511 | $117,895-91.9% | $102,460-90.7% | $145,897-93.5% |
| Participation rate | 91.7% | 78.6%+13.0pp | 76.5%+15.2pp | 80.3%+11.4pp |
| Annual return | 15.63% | 31.92%-16.3pp | 29.47%-13.8pp | 552.29%-536.7pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,905 | $5,736+72.7% | $5,056+95.9% | $6,689+48.1% |
| Admin fee / account holder | $3,815 | $13,353-71.4% | $9,460-59.7% | $13,390-71.5% |