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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 | $14,512 | $160,028-90.9% | $147,080-90.1% | $145,884-90.1% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 33.51% | 98.60%-65.1pp | 420.17%-386.7pp | 551.85%-518.3pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,187 | $8,422-38.4% | $8,066-35.7% | $6,690-22.5% |
| Admin fee / account holder | $1,197 | $15,030-92.0% | $12,989-90.8% | $13,392-91.1% |