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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 | $20,112 | $165,399-87.8% | $149,745-86.6% | $158,982-87.3% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.1pp | 82.0%-10.5pp |
| Annual return | 28.31% | 348.34%-320.0pp | 276.72%-248.4pp | 302.99%-274.7pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $7,322 | $7,183+1.9% | $6,843+7.0% | $5,983+22.4% |
| Admin fee / account holder | $390 | $10,811-96.4% | $9,312-95.8% | $11,252-96.5% |