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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 | $101,591-69.1% | $147,096-78.7% | $74,429-57.8% |
| Participation rate | 93.9% | 75.5%+18.4pp | 82.2%+11.7pp | 67.2%+26.7pp |
| Annual return | 16.89% | 8746.45%-8729.6pp | 419.75%-402.9pp | 1368.38%-1351.5pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,936-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $12,032 | $7,302+64.8% | $8,071+49.1% | $4,348+176.7% |
| Admin fee / account holder | $2,481 | $1,750+41.8% | $13,005-80.9% | $1,944+27.6% |