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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 | $18,666 | $102,393-81.8% | $147,041-87.3% | $80,911-76.9% |
| Participation rate | 73.3% | 75.9%-2.5pp | 82.2%-8.8pp | 67.6%+5.7pp |
| Annual return | 39.85% | 134.95%-95.1pp | 419.21%-379.4pp | 35.63%+4.2pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,867 | $6,647+3.3% | $8,071-14.9% | $4,297+59.8% |
| Admin fee / account holder | $468 | $7,943-94.1% | $13,006-96.4% | $6,935-93.3% |