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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 | $6,734 | $80,812-91.7% | $160,784-95.8% | $82,448-91.8% |
| Participation rate | 79.4% | 66.2%+13.2pp | 77.0%+2.5pp | 68.1%+11.3pp |
| Annual return | 36.88% | 100.59%-63.7pp | 1803.92%-1767.0pp | 41.64%-4.8pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,056 | $4,335-52.6% | $6,293-67.3% | $4,139-50.3% |
| Admin fee / account holder | $911 | $7,695-88.2% | $9,717-90.6% | $7,234-87.4% |