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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 | $6,416 | $57,305-88.8% | $86,640-92.6% | $75,173-91.5% |
| Participation rate | 84.4% | 63.2%+21.2pp | 71.7%+12.7pp | 67.2%+17.2pp |
| Annual return | 24.85% | 2674.24%-2649.4pp | 592.52%-567.7pp | 160.72%-135.9pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,313 | $3,320-60.4% | $4,438-70.4% | $4,126-68.2% |
| Admin fee / account holder | $341 | $4,116-91.7% | $5,616-93.9% | $5,651-94.0% |