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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 | $14,629 | $202,463-92.8% | $169,397-91.4% | $139,487-89.5% |
| Participation rate | 85.7% | 81.1%+4.6pp | 77.2%+8.5pp | 80.3%+5.4pp |
| Annual return | 12.24% | 532.64%-520.4pp | 406.23%-394.0pp | 373.84%-361.6pp |
| Employer contribution / active EE | $0 | $4,694-100.0% | $4,013-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,427 | $6,941-79.4% | $6,223-77.1% | $6,713-78.7% |
| Admin fee / account holder | $718 | $10,726-93.3% | $9,017-92.0% | $11,407-93.7% |