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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 | $4,424 | $78,428-94.4% | $95,960-95.4% | $79,852-94.5% |
| Participation rate | 72.3% | 73.5%-1.2pp | 77.1%-4.8pp | 69.6%+2.7pp |
| Annual return | 431.40% | 19.37%+412.0pp | 91.63%+339.8pp | 31.72%+399.7pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,542 | $3,440-26.1% | $4,167-39.0% | $3,740-32.0% |
| Admin fee / account holder | $343 | $5,622-93.9% | $6,797-95.0% | $5,306-93.5% |