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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 | $5,437 | $61,125-91.1% | $94,057-94.2% | $87,485-93.8% |
| Participation rate | 96.9% | 64.1%+32.8pp | 73.3%+23.5pp | 68.9%+27.9pp |
| Annual return | 39.43% | 35.20%+4.2pp | 480.62%-441.2pp | 26.06%+13.4pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,897 | $3,260-41.8% | $4,709-59.7% | $4,274-55.6% |
| Admin fee / account holder | $568 | $5,629-89.9% | $7,244-92.2% | $7,775-92.7% |