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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 | $7,502 | $156,398-95.2% | $147,318-94.9% | $138,895-94.6% |
| Participation rate | 73.3% | 83.8%-10.4pp | 82.1%-8.7pp | 79.9%-6.6pp |
| Annual return | 14.19% | 78.75%-64.6pp | 70.43%-56.2pp | 145.39%-131.2pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,778 | $8,237-54.1% | $7,906-52.2% | $6,396-40.9% |
| Admin fee / account holder | $2,055 | $14,976-86.3% | $13,708-85.0% | $12,562-83.6% |