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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 | $8,721 | $117,895-92.6% | $102,460-91.5% | $145,897-94.0% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 25.94% | 31.92%-6.0pp | 29.47%-3.5pp | 552.29%-526.3pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,267 | $5,736-43.0% | $5,056-35.4% | $6,689-51.2% |
| Admin fee / account holder | $2,655 | $13,353-80.1% | $9,460-71.9% | $13,390-80.2% |