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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 | $26,146 | $209,422-87.5% | $178,503-85.4% | $158,982-83.6% |
| Participation rate | 92.9% | 86.4%+6.5pp | 81.9%+10.9pp | 82.0%+10.9pp |
| Annual return | 12.65% | 188.81%-176.2pp | 151.12%-138.5pp | 302.99%-290.3pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,246 | $5,955-45.5% | $5,202-37.6% | $5,983-45.8% |
| Admin fee / account holder | $367 | $17,079-97.9% | $13,987-97.4% | $11,252-96.7% |