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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 | $15,138 | $63,355-76.1% | $91,994-83.5% | $72,983-79.3% |
| Participation rate | 71.4% | 72.5%-1.1pp | 78.6%-7.2pp | 69.5%+1.9pp |
| Annual return | 340.53% | 35.35%+305.2pp | 69.03%+271.5pp | 81.01%+259.5pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,109 | $4,883+45.6% | $5,923+20.0% | $3,608+97.1% |
| Admin fee / account holder | $1,261 | $4,668-73.0% | $7,743-83.7% | $5,124-75.4% |