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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 | $30,695 | $197,625-84.5% | $177,840-82.7% | $158,966-80.7% |
| Participation rate | 72.7% | 88.5%-15.8pp | 87.7%-15.0pp | 82.0%-9.2pp |
| Annual return | 16.69% | 58.76%-42.1pp | 48.32%-31.6pp | 302.95%-286.3pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,356 | $8,405-24.4% | $7,714-17.6% | $5,983+6.2% |
| Admin fee / account holder | $382 | $15,405-97.5% | $12,431-96.9% | $11,250-96.6% |