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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 | $6,980 | $125,237-94.4% | $105,608-93.4% | $145,877-95.2% |
| Participation rate | 82.6% | 77.7%+5.0pp | 75.3%+7.3pp | 80.3%+2.3pp |
| Annual return | 14.36% | 225.76%-211.4pp | 116.50%-102.1pp | 551.28%-536.9pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,196 | $5,711-61.5% | $5,010-56.2% | $6,691-67.2% |
| Admin fee / account holder | $1,191 | $17,287-93.1% | $11,028-89.2% | $13,402-91.1% |