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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 | $11,460 | $102,422-88.8% | $147,117-92.2% | $80,959-85.8% |
| Participation rate | 82.2% | 75.9%+6.3pp | 82.2%0pp | 67.7%+14.6pp |
| Annual return | 17.69% | 135.16%-117.5pp | 420.54%-402.9pp | 35.67%-18.0pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $9,703 | $6,652+45.9% | $8,065+20.3% | $4,300+125.6% |
| Admin fee / account holder | $1,439 | $7,953-81.9% | $12,993-88.9% | $6,925-79.2% |