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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 | $22,067 | $102,393-78.4% | $147,041-85.0% | $80,911-72.7% |
| Participation rate | 87.7% | 75.9%+11.9pp | 82.2%+5.6pp | 67.6%+20.1pp |
| Annual return | 17.65% | 134.95%-117.3pp | 419.21%-401.6pp | 35.63%-18.0pp |
| Employer contribution / active EE | $20 | $3,715-99.5% | $4,935-99.6% | $2,756-99.3% |
| Participant deferral / active EE | $7,777 | $6,647+17.0% | $8,071-3.6% | $4,297+81.0% |
| Admin fee / account holder | $1,811 | $7,943-77.2% | $13,006-86.1% | $6,935-73.9% |