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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 | $21,703 | $93,598-76.8% | $135,974-84.0% | $75,173-71.1% |
| Participation rate | 87.2% | 75.2%+12.0pp | 81.9%+5.3pp | 67.2%+20.0pp |
| Annual return | 59.92% | 30.89%+29.0pp | 68.30%-8.4pp | 160.72%-100.8pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $21,319 | $6,405+232.8% | $7,760+174.7% | $4,126+416.7% |
| Admin fee / account holder | $6,540 | $6,978-6.3% | $10,767-39.3% | $5,651+15.7% |