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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 | $13,067 | $88,672-85.3% | $105,223-87.6% | $82,448-84.2% |
| Participation rate | 92.9% | 67.9%+24.9pp | 75.0%+17.8pp | 68.1%+24.8pp |
| Annual return | 41.34% | 30.86%+10.5pp | 180.65%-139.3pp | 41.64%-0.3pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,849 | $4,036+20.2% | $5,072-4.4% | $4,139+17.2% |
| Admin fee / account holder | $948 | $7,146-86.7% | $8,859-89.3% | $7,234-86.9% |