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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 | $15,418 | $148,623-89.6% | $135,974-88.7% | $139,466-88.9% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 26.44% | 79.30%-52.9pp | 68.30%-41.9pp | 373.66%-347.2pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $6,704 | $8,103-17.3% | $7,760-13.6% | $6,712-0.1% |
| Admin fee / account holder | $425 | $12,406-96.6% | $10,767-96.1% | $11,409-96.3% |