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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 | $31,387 | $101,499-69.1% | $147,005-78.6% | $74,546-57.9% |
| Participation rate | 93.9% | 75.5%+18.4pp | 82.2%+11.7pp | 67.2%+26.7pp |
| Annual return | 16.89% | 8732.34%-8715.5pp | 418.76%-401.9pp | 1366.03%-1349.1pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,934-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $12,032 | $7,304+64.7% | $8,070+49.1% | $4,347+176.8% |
| Admin fee / account holder | $2,481 | $1,748+41.9% | $13,006-80.9% | $1,944+27.7% |