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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 | $9,046 | $96,137-90.6% | $135,987-93.3% | $80,911-88.8% |
| Participation rate | 81.5% | 71.2%+10.3pp | 76.4%+5.0pp | 67.6%+13.8pp |
| Annual return | 109.32% | 28.70%+80.6pp | 579.77%-470.5pp | 35.63%+73.7pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $4,214-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,800 | $5,706+19.2% | $7,027-3.2% | $4,297+58.2% |
| Admin fee / account holder | $712 | $8,236-91.4% | $6,716-89.4% | $6,935-89.7% |