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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 | $18,866 | $289,211-93.5% | $260,467-92.8% | $198,609-90.5% |
| Participation rate | 92.9% | 83.1%+9.8pp | 80.5%+12.4pp | 82.4%+10.5pp |
| Annual return | 17.93% | 112.90%-95.0pp | 100.60%-82.7pp | 202.70%-184.8pp |
| Employer contribution / active EE | $0 | $4,663-100.0% | $4,239-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $5,059 | $6,812-25.7% | $6,319-19.9% | $6,977-27.5% |
| Admin fee / account holder | $3,104 | $16,236-80.9% | $15,461-79.9% | $19,030-83.7% |