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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 | $25,802 | $201,344-87.2% | $184,243-86.0% | $145,877-82.3% |
| Participation rate | 71.4% | 87.5%-16.1pp | 86.8%-15.4pp | 80.3%-8.9pp |
| Annual return | 13.50% | 29.01%-15.5pp | 28.82%-15.3pp | 551.28%-537.8pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $12,915 | $9,807+31.7% | $9,132+41.4% | $6,691+93.0% |
| Admin fee / account holder | $4,016 | $16,382-75.5% | $13,914-71.1% | $13,402-70.0% |