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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 | $20,439 | $99,957-79.6% | $149,745-86.4% | $73,497-72.2% |
| Participation rate | 84.2% | 75.7%+8.5pp | 82.5%+1.7pp | 70.7%+13.5pp |
| Annual return | 66.47% | 53.87%+12.6pp | 276.72%-210.3pp | 28.51%+38.0pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,646-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $5,850 | $6,073-3.7% | $6,843-14.5% | $3,740+56.4% |
| Admin fee / account holder | $562 | $551+2.1% | $9,312-94.0% | $513+9.6% |