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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 | $12,486 | $160,028-92.2% | $147,080-91.5% | $145,884-91.4% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+11.9pp | 80.3%+13.8pp |
| Annual return | 17.78% | 98.60%-80.8pp | 420.17%-402.4pp | 551.85%-534.1pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $11,453 | $8,422+36.0% | $8,066+42.0% | $6,690+71.2% |
| Admin fee / account holder | $3,203 | $15,030-78.7% | $12,989-75.3% | $13,392-76.1% |