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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 | $7,606 | $57,305-86.7% | $86,640-91.2% | $75,173-89.9% |
| Participation rate | 70.2% | 63.2%+7.0pp | 71.7%-1.5pp | 67.2%+3.0pp |
| Annual return | 23.34% | 2674.24%-2650.9pp | 592.52%-569.2pp | 160.72%-137.4pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,019 | $3,320-39.2% | $4,438-54.5% | $4,126-51.1% |
| Admin fee / account holder | $799 | $4,116-80.6% | $5,616-85.8% | $5,651-85.9% |