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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 | $5,662 | $160,040-96.5% | $147,096-96.2% | $145,877-96.1% |
| Participation rate | 92.9% | 84.0%+8.8pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 20.07% | 98.49%-78.4pp | 419.75%-399.7pp | 551.28%-531.2pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,498 | $8,429+12.7% | $8,071+17.7% | $6,691+42.0% |
| Admin fee / account holder | $3,512 | $15,050-76.7% | $13,005-73.0% | $13,402-73.8% |