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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 | $5,420 | $159,978-96.6% | $147,041-96.3% | $145,978-96.3% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 22.46% | 98.36%-75.9pp | 419.21%-396.8pp | 550.52%-528.1pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,194 | $8,429-62.1% | $8,071-60.4% | $6,690-52.3% |
| Admin fee / account holder | $1,807 | $15,053-88.0% | $13,006-86.1% | $13,400-86.5% |