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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 | $14,565 | $132,099-89.0% | $115,599-87.4% | $138,895-89.5% |
| Participation rate | 86.7% | 77.9%+8.8pp | 74.3%+12.4pp | 79.9%+6.7pp |
| Annual return | 19.29% | 176.76%-157.5pp | 111.10%-91.8pp | 145.39%-126.1pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $2,955-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,911 | $5,617-48.2% | $4,889-40.5% | $6,396-54.5% |
| Admin fee / account holder | $1,372 | $15,650-91.2% | $12,841-89.3% | $12,562-89.1% |