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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 | $7,491 | $109,863-93.2% | $98,477-92.4% | $167,518-95.5% |
| Participation rate | 85.7% | 75.8%+9.9pp | 73.3%+12.4pp | 82.1%+3.6pp |
| Annual return | 16.02% | 1958.09%-1942.1pp | 1493.59%-1477.6pp | 478.71%-462.7pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,784 | $4,673-40.4% | $4,276-34.9% | $6,342-56.1% |
| Admin fee / account holder | $453 | $6,755-93.3% | $5,951-92.4% | $12,312-96.3% |