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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 | $13,485 | $106,749-87.4% | $145,433-90.7% | $82,448-83.6% |
| Participation rate | 70.0% | 75.6%-5.6pp | 82.1%-12.1pp | 68.1%+1.9pp |
| Annual return | 108.46% | 27.59%+80.9pp | 66.58%+41.9pp | 41.64%+66.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,279 | $6,519+11.7% | $7,897-7.8% | $4,139+75.9% |
| Admin fee / account holder | $1,285 | $8,390-84.7% | $13,129-90.2% | $7,234-82.2% |