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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 | $16,104 | $217,432-92.6% | $185,851-91.3% | $167,553-90.4% |
| Participation rate | 83.3% | 86.1%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 14.43% | 148.43%-134.0pp | 122.11%-107.7pp | 478.89%-464.5pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $6,165 | $6,357-3.0% | $5,569+10.7% | $6,343-2.8% |
| Admin fee / account holder | $2,431 | $19,820-87.7% | $16,245-85.0% | $12,316-80.3% |