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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 | $13,987 | $178,174-92.1% | $156,181-91.0% | $137,256-89.8% |
| Participation rate | 92.3% | 82.0%+10.3pp | 78.8%+13.5pp | 80.0%+12.3pp |
| Annual return | 18.73% | 84.19%-65.5pp | 64.87%-46.1pp | 220.34%-201.6pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,165 | $6,888-39.5% | $6,132-32.1% | $6,407-35.0% |
| Admin fee / account holder | $2,336 | $17,404-86.6% | $14,586-84.0% | $12,270-81.0% |