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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 | $21,778 | $105,210-79.3% | $159,487-86.3% | $85,851-74.6% |
| Participation rate | 98.0% | 75.8%+22.2pp | 82.8%+15.2pp | 69.3%+28.7pp |
| Annual return | 29.59% | 45.08%-15.5pp | 263.71%-234.1pp | 318.63%-289.0pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $11,859 | $5,946+99.4% | $7,354+61.3% | $3,952+200.0% |
| Admin fee / account holder | $410 | $6,934-94.1% | $10,804-96.2% | $6,261-93.5% |