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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 | $17,620 | $102,429-82.8% | $147,096-88.0% | $80,925-78.2% |
| Participation rate | 73.8% | 75.9%-2.1pp | 82.2%-8.4pp | 67.7%+6.2pp |
| Annual return | 17.51% | 135.02%-117.5pp | 419.75%-402.2pp | 35.65%-18.1pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,689 | $6,649+15.7% | $8,071-4.7% | $4,299+78.9% |
| Admin fee / account holder | $611 | $7,957-92.3% | $13,005-95.3% | $6,940-91.2% |