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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 | $8,066 | $98,766-91.8% | $149,730-94.6% | $79,852-89.9% |
| Participation rate | 83.0% | 75.8%+7.2pp | 82.5%+0.5pp | 69.6%+13.3pp |
| Annual return | 72.07% | 27.43%+44.6pp | 276.70%-204.6pp | 31.72%+40.3pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,975 | $5,681-12.4% | $6,843-27.3% | $3,740+33.0% |
| Admin fee / account holder | $452 | $6,052-92.5% | $9,310-95.1% | $5,306-91.5% |