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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 | $23,338 | $79,223-70.5% | $102,460-77.2% | $74,478-68.7% |
| Participation rate | 91.7% | 74.8%+17.0pp | 76.5%+15.2pp | 67.2%+24.5pp |
| Annual return | 89.41% | 54.98%+34.4pp | 29.47%+59.9pp | 1370.56%-1281.2pp |
| Employer contribution / active EE | $0 | $2,363-100.0% | $3,025-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $6,584 | $4,417+49.1% | $5,056+30.2% | $4,350+51.3% |
| Admin fee / account holder | $3,037 | $2,003+51.6% | $9,460-67.9% | $1,946+56.1% |