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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 | $9,737 | $99,079-90.2% | $78,002-87.5% | $273,972-96.4% |
| Participation rate | 94.4% | 78.6%+15.9pp | 75.5%+18.9pp | 83.0%+11.4pp |
| Annual return | 5.65% | 217.93%-212.3pp | 425.99%-420.3pp | 41.46%-35.8pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,623 | $4,306-62.3% | $3,497-53.6% | $5,287-69.3% |
| Admin fee / account holder | $28,218 | $8,954+215.1% | $5,481+414.9% | $10,133+178.5% |