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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 | $3,999 | $111,878-96.4% | $93,727-95.7% | $145,897-97.3% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | 14.91% | 204.28%-189.4pp | 133.83%-118.9pp | 552.29%-537.4pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,510 | $4,920-49.0% | $4,417-43.2% | $6,689-62.5% |
| Admin fee / account holder | $364 | $10,256-96.4% | $8,292-95.6% | $13,390-97.3% |