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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 | $5,072 | $100,970-95.0% | $96,576-94.7% | $137,256-96.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 76.74% | 38.16%+38.6pp | 38.47%+38.3pp | 220.34%-143.6pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,412 | $8,286-70.9% | $7,956-69.7% | $6,407-62.4% |
| Admin fee / account holder | $767 | $11,312-93.2% | $11,381-93.3% | $12,270-93.8% |