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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 | $3,069 | $93,345-96.7% | $119,126-97.4% | $87,485-96.5% |
| Participation rate | 87.5% | 68.7%+18.8pp | 75.8%+11.7pp | 68.9%+18.6pp |
| Annual return | 65.80% | 19.08%+46.7pp | 282.11%-216.3pp | 26.06%+39.7pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,608 | $4,099-36.4% | $5,318-51.0% | $4,274-39.0% |
| Admin fee / account holder | $856 | $8,039-89.4% | $10,693-92.0% | $7,775-89.0% |