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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 | $11,317 | $111,830-89.9% | $93,696-87.9% | $145,884-92.2% |
| Participation rate | 78.3% | 74.2%+4.0pp | 68.7%+9.5pp | 80.3%-2.0pp |
| Annual return | 17.48% | 204.08%-186.6pp | 133.74%-116.3pp | 551.85%-534.4pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,930 | $4,920+20.5% | $4,417+34.3% | $6,690-11.4% |
| Admin fee / account holder | $2,680 | $10,249-73.9% | $8,287-67.7% | $13,392-80.0% |