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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 | $17,822 | $185,883-90.4% | $170,043-89.5% | $139,466-87.2% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 29.55% | 60.54%-31.0pp | 53.40%-23.9pp | 373.66%-344.1pp |
| Employer contribution / active EE | $0 | $7,596-100.0% | $6,790-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $7,036 | $11,626-39.5% | $10,410-32.4% | $6,712+4.8% |
| Admin fee / account holder | $388 | $15,393-97.5% | $12,824-97.0% | $11,409-96.6% |