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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 | $8,169 | $68,398-88.1% | $94,664-91.4% | $75,173-89.1% |
| Participation rate | 93.6% | 76.1%+17.5pp | 80.8%+12.8pp | 67.2%+26.4pp |
| Annual return | 20.12% | 616.72%-596.6pp | 156.84%-136.7pp | 160.72%-140.6pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,514 | $6,537-15.7% | $7,417-25.7% | $4,126+33.6% |
| Admin fee / account holder | $2,194 | $5,324-58.8% | $7,222-69.6% | $5,651-61.2% |