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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 | $24,298 | $102,422-76.3% | $147,117-83.5% | $80,959-70.0% |
| Participation rate | 76.5% | 75.9%+0.6pp | 82.2%-5.7pp | 67.7%+8.8pp |
| Annual return | 43.20% | 135.16%-92.0pp | 420.54%-377.3pp | 35.67%+7.5pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $9,719 | $6,652+46.1% | $8,065+20.5% | $4,300+126.0% |
| Admin fee / account holder | $3,620 | $7,953-54.5% | $12,993-72.1% | $6,925-47.7% |