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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 | $5,628 | $112,121-95.0% | $95,960-94.1% | $158,966-96.5% |
| Participation rate | 73.3% | 79.0%-5.7pp | 77.1%-3.7pp | 82.0%-8.6pp |
| Annual return | 32.11% | 171.16%-139.1pp | 91.63%-59.5pp | 302.95%-270.8pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $8,425 | $4,784+76.1% | $4,167+102.2% | $5,983+40.8% |
| Admin fee / account holder | $1,264 | $10,135-87.5% | $6,797-81.4% | $11,250-88.8% |