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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 | $16,047 | $154,159-89.6% | $130,026-87.7% | $139,456-88.5% |
| Participation rate | 77.8% | 82.0%-4.2pp | 78.5%-0.7pp | 80.3%-2.5pp |
| Annual return | 23.90% | 32.50%-8.6pp | -137.26%+161.2pp | 373.45%-349.6pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $6,522 | $6,710-2.8% | $5,821+12.0% | $6,711-2.8% |
| Admin fee / account holder | $823 | $14,001-94.1% | $10,608-92.2% | $11,407-92.8% |