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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 | $10,470 | $124,187-91.6% | $108,410-90.3% | $167,518-93.8% |
| Participation rate | 83.3% | 82.3%+1.0pp | 80.1%+3.2pp | 82.1%+1.2pp |
| Annual return | 48.19% | 1379.80%-1331.6pp | 905.34%-857.2pp | 478.71%-430.5pp |
| Employer contribution / active EE | $0 | $4,187-100.0% | $3,558-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $5,417 | $6,908-21.6% | $6,562-17.5% | $6,342-14.6% |
| Admin fee / account holder | $1,283 | $9,456-86.4% | $7,296-82.4% | $12,312-89.6% |