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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 | $4,859 | $80,812-94.0% | $160,784-97.0% | $82,448-94.1% |
| Participation rate | 84.8% | 66.2%+18.6pp | 77.0%+7.9pp | 68.1%+16.8pp |
| Annual return | 33.26% | 100.59%-67.3pp | 1803.92%-1770.7pp | 41.64%-8.4pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,901 | $4,335+13.1% | $6,293-22.1% | $4,139+18.4% |
| Admin fee / account holder | $377 | $7,695-95.1% | $9,717-96.1% | $7,234-94.8% |