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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 | $9,732 | $102,393-90.5% | $147,041-93.4% | $80,911-88.0% |
| Participation rate | 89.3% | 75.9%+13.4pp | 82.2%+7.1pp | 67.6%+21.6pp |
| Annual return | 52.43% | 134.95%-82.5pp | 419.21%-366.8pp | 35.63%+16.8pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,229 | $6,647-21.3% | $8,071-35.2% | $4,297+21.7% |
| Admin fee / account holder | $456 | $7,943-94.3% | $13,006-96.5% | $6,935-93.4% |