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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 | $9,248 | $166,268-94.4% | $165,100-94.4% | $145,897-93.7% |
| Participation rate | 86.7% | 82.0%+4.6pp | 78.6%+8.0pp | 80.3%+6.4pp |
| Annual return | 10.65% | 100.52%-89.9pp | 70.21%-59.6pp | 552.29%-541.6pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,883 | $6,964-58.6% | $6,035-52.2% | $6,689-56.9% |
| Admin fee / account holder | $2,746 | $16,659-83.5% | $12,696-78.4% | $13,390-79.5% |