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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 | $10,596 | $105,198-89.9% | $159,455-93.4% | $85,856-87.7% |
| Participation rate | 78.4% | 75.8%+2.6pp | 82.8%-4.5pp | 69.3%+9.1pp |
| Annual return | 62.06% | 45.08%+17.0pp | 263.63%-201.6pp | 318.58%-256.5pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,830-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,769 | $5,946+30.7% | $7,353+5.7% | $3,952+96.6% |
| Admin fee / account holder | $1,250 | $6,934-82.0% | $10,800-88.4% | $6,261-80.0% |