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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 | $23,108 | $106,749-78.4% | $145,433-84.1% | $82,448-72.0% |
| Participation rate | 90.7% | 75.6%+15.0pp | 82.1%+8.6pp | 68.1%+22.6pp |
| Annual return | 265.17% | 27.59%+237.6pp | 66.58%+198.6pp | 41.64%+223.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,416 | $6,519-1.6% | $7,897-18.8% | $4,139+55.0% |
| Admin fee / account holder | $2,673 | $8,390-68.1% | $13,129-79.6% | $7,234-63.0% |