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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 | $7,121 | $91,559-92.2% | $133,971-94.7% | $79,852-91.1% |
| Participation rate | 86.0% | 73.3%+12.7pp | 79.8%+6.2pp | 69.6%+16.4pp |
| Annual return | 41.18% | 61.85%-20.7pp | 45.09%-3.9pp | 31.72%+9.5pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,256 | $3,734+14.0% | $5,047-15.7% | $3,740+13.8% |
| Admin fee / account holder | $434 | $6,321-93.1% | $8,929-95.1% | $5,306-91.8% |