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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 | $24,914 | $217,432-88.5% | $185,849-86.6% | $167,536-85.1% |
| Participation rate | 91.3% | 86.1%+5.3pp | 81.7%+9.6pp | 82.1%+9.2pp |
| Annual return | 11.24% | 148.42%-137.2pp | 122.10%-110.9pp | 478.82%-467.6pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,813 | $6,357-55.7% | $5,569-49.5% | $6,342-55.6% |
| Admin fee / account holder | $2,703 | $19,818-86.4% | $16,244-83.4% | $12,315-78.0% |