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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 | $17,020 | $98,760-82.8% | $149,715-88.6% | $79,858-78.7% |
| Participation rate | 95.7% | 75.8%+20.0pp | 82.5%+13.3pp | 69.6%+26.1pp |
| Annual return | 36.73% | 27.43%+9.3pp | 276.66%-239.9pp | 31.72%+5.0pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $10,149 | $5,681+78.7% | $6,842+48.3% | $3,740+171.3% |
| Admin fee / account holder | $1,430 | $6,053-76.4% | $9,310-84.6% | $5,306-73.1% |