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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 | $22,272 | $106,864-79.2% | $147,318-84.9% | $82,637-73.0% |
| Participation rate | 95.6% | 75.5%+20.1pp | 82.1%+13.5pp | 68.1%+27.5pp |
| Annual return | 121.95% | 27.49%+94.5pp | 70.43%+51.5pp | 53.51%+68.4pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $6,296 | $6,496-3.1% | $7,906-20.4% | $4,126+52.6% |
| Admin fee / account holder | $703 | $8,415-91.6% | $13,708-94.9% | $7,339-90.4% |