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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 | $18,053 | $59,448-69.6% | $93,696-80.7% | $74,459-75.8% |
| Participation rate | 89.2% | 59.6%+29.6pp | 68.7%+20.5pp | 67.2%+22.0pp |
| Annual return | 33.75% | 82.11%-48.4pp | 133.74%-100.0pp | 1369.70%-1336.0pp |
| Employer contribution / active EE | $2 | $1,266-99.9% | $2,422-99.9% | $2,626-99.9% |
| Participant deferral / active EE | $4,791 | $3,052+57.0% | $4,417+8.5% | $4,350+10.1% |
| Admin fee / account holder | $747 | $3,027-75.3% | $8,287-91.0% | $1,945-61.6% |