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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 | $14,677 | $77,460-81.1% | $100,378-85.4% | $80,925-81.9% |
| Participation rate | 93.9% | 76.9%+17.0pp | 81.5%+12.4pp | 67.7%+26.3pp |
| Annual return | 257.16% | 37.24%+219.9pp | 49.41%+207.8pp | 35.65%+221.5pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $8,693 | $6,818+27.5% | $8,087+7.5% | $4,299+102.2% |
| Admin fee / account holder | $1,586 | $5,887-73.1% | $7,899-79.9% | $6,940-77.1% |