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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 | $2,865 | $81,276-96.5% | $155,574-98.2% | $80,925-96.5% |
| Participation rate | 71.9% | 66.2%+5.6pp | 78.2%-6.3pp | 67.7%+4.2pp |
| Annual return | 521.46% | 33.36%+488.1pp | 64.87%+456.6pp | 35.65%+485.8pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $913 | $3,453-73.6% | $5,629-83.8% | $4,299-78.8% |
| Admin fee / account holder | $423 | $7,993-94.7% | $15,914-97.3% | $6,940-93.9% |