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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 | $15,379 | $148,558-89.6% | $135,925-88.7% | $139,427-89.0% |
| Participation rate | 73.3% | 83.9%-10.5pp | 81.9%-8.6pp | 80.3%-7.0pp |
| Annual return | 37.64% | 79.22%-41.6pp | 68.25%-30.6pp | 373.27%-335.6pp |
| Employer contribution / active EE | $0 | $5,244-100.0% | $4,857-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $13,065 | $8,101+61.3% | $7,759+68.4% | $6,711+94.7% |
| Admin fee / account holder | $970 | $12,401-92.2% | $10,764-91.0% | $11,404-91.5% |